Pinnacle Advisory Group

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  CFP Board’s CE Plan Rattles FPA Retreat Attendees

  By John Sullivan, AdvisorOne  |  May 5, 2013

  The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.

• Portfolios, Planning & the Pursuit of Perfection

  By Bob Seawright, Madison Avenue Securities  |  April 1, 2013

  A look at how advisors can do a better job at giving clients what they really want from a financial advisor.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  Here’s Your Lead Generation Machine

  By Ellen Uzelac  |  January 23, 2013

  Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.

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  Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal

  By John Sullivan, AdvisorOne  |  January 3, 2013

  The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.

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  Is the Advisor Succession Crisis Just a Mirage? The Implications

  By Michael E. Kitces  |  December 12, 2012

  The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.

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  What to Do About New Medicare Taxes: Kitces at FPA Conference

  By John Sullivan, AdvisorOne  |  October 2, 2012

  Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.