Browsing Tag
Michael Kitces
8 posts
Kitces Reveals Best Financial Advisor Conferences to Attend in 2026
Relative newcomers Horizons and SWAY | LIVE among retirement-focused events highlighted in famed advisor's annual list
XYPN’s Michael Kitces Responds to SEC Reg BI Ruling
XY Planning Network co-founder Michael Kitces responded Sunday to the Second Circuit Court of Appeals ruling that denied…
Reg BI Challenge Rejected by Federal Appeals Court
A high-profile challenge to the SEC’s Regulation Best Interest was denied by the Second Circuit Court of Appeals…
RIA M&A Decade in Review (and 2020-2029 Preview)
Succession Resource Group released its 10-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors.
2020 Fi360 Conference: Reg BI, ESG Investing Lead Agenda
A deep dive into ESG investing, the latest on Reg BI, and a keynote from “Queer Eye’s” Karamo…
RIAs Top-of-Mind in SEC’s Just-Released 2020 Exam Priorities
The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) today announced its 2020 examination priorities,…
RMD Age Jumps to 72 in 2020 After SECURE Act
The SECURE Act increases the required minimum distribution (RMD) age from 70½ to 72 on Jan. 1; here’s what plan sponsors will need to address.
What We’re Doing Wrong with Risk Tolerance
Risk Tolerance Assessment insights from Michael Kitces on improving financial advising with better, defensible client evaluations.