Michael Kitces

• 

  Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall Meeting

  By John Sullivan, AdvisorOne  |  May 7, 2012

  A town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.

• 

  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• 

  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

• 

  Reconsidering Reverse Mortgages

  By Joyce Hanson, AdvisorOne  |  March 26, 2012

  Times were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.

• 

  Kitces: Why Niche Marketing Will Make or Break Advisors

  By Gil Weinreich, AdvisorOne  |  March 16, 2012

  ‘If you do everything for everyone, no one calls’ because potential clients don’t understand why you’re relevant to them, says Michael Kitces of Pinnacle Advisory Group.

• 

  Social Media: What Is It Good For?

  By Bob Clark, AdvisorOne  |  February 28, 2012

  Ignore the hype, suggests veteran advisor Jim Pierson, and focus on where social media fits into your overall strategic marketing plan. Better set up policies and procedures as well.

• 

  Boomer Retirement Income Smackdown: Bond Ladders vs. Annuities

  By Joyce Hanson, AdvisorOne  |  June 13, 2011

  As the first wave of boomers starts to retire in 2011, retirement income is a hot-button issue. So which is better: immediate annuities or bond ladders?

• 

  At FPA Retreat, a Focus on the Future of Financial Planning

  By James J. Green, AdvisorOne  |  May 4, 2011

  FPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'

• 

  The Future of Advice

  By Ellen Uzelac  |  February 1, 2011