Nerd’s Eye View

The Complex Motivations Of Money And Retirement As The Freedom To Pursue Non-Monetary Work Rewards

The traditional view of work is that it’s something we wouldn’t otherwise do, without the financial reward of getting paid… such that the whole point of work in the modern era is to earn and save enough to get to the point where you can “retire” and not need to work anymore. Yet research onRead More…
Author: Michael Kitces
Posted: July 26, 2017, 11:01 am

#FASuccess Ep 030: Self-Publishing A Book To Establish Your Authority (As A 401(k) Expert) with Josh Itzoe

Welcome back to the thirtieth episode of the Financial Advisor Success podcast! My guest on today’s podcast is Josh Itzoe. Josh is a co-founder of Greenspring Wealth, an independent RIA based in Towson, Maryland, that advises on more than $2.2 billion in 401(k) plan assets. What’s unique about Josh’s business, though, is not just theRead More…
Author: Michael Kitces
Posted: July 25, 2017, 11:01 am

What Cyborg Chess Can Teach Us About The Future Of Financial Planning

The recent rise (and subsequent decline) of robo-advisors has generated much discussion about the threat (or lack thereof) that technology poses to human advisors. Yet, as discussed previously on this blog, the man vs. machine framing of the role that technology will play in the future of delivering financial planning advice may be too narrow.Read More…
Author: Michael Kitces
Posted: July 24, 2017, 11:01 am

Weekend Reading for Financial Planners (July 22-23)

Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that robo-advisor Betterment has raised yet another $70M round of venture capital funding, and boosted its valuation up to $800 million… though the company intends to use the dollars primarily to hire more human financial advisors, andRead More…
Author: Michael Kitces
Posted: July 21, 2017, 6:51 pm

Switching From Wirehouse To RIA – AUM And Revenue Requirements To Break Away

The breakaway broker trend, which gained momentum in the aftermath of the financial crisis, has been underway for several years now. And in an environment where many 7- to 9-year post-crisis retention deals are expiring at the same time that wirehouses are reigning in their signing bonuses, there is a fresh wave of interest inRead More…
Author: Michael Kitces
Posted: July 20, 2017, 4:39 pm