In the Press

 


  • RIABiz.com   | October 27, 2015 | “NAPFA is Small, Pure and Aching For an Elevator Pitch”
  • FA Magazine   | October 1, 2015 | “Regulatory Rush Causes RIA to Cap Succession Planning Program”
  • InvestmentNews   | August 9, 2015 | “Advisers’ Death Without Transition Plans Force Custodians Into Action”
  • InvestmentNews   | April 22, 2015 | “State Regulators To Require Continuity Plans”

 


 

  • Financial Advisor IQ   | December 17, 2014 | “The SEC Could Make Succession Planning a Requirement”
  • InvestmentNews   | December 11, 2014 | “SEC Works on Rule Requiring Practice Transition Plans”
  • ThinkAdvisor   | October 7, 2014 | “The Succession Planning Mirage, and the Alternative”
  • Financial Advisor IQ   | September 26, 2014 | “Small RIAs May Have to Make Succession Plans”
  • Reuters   | September 25, 2014 | “States Prod Investment Advisors To Plan For Their Death, Disability”
  • FA Magazine   | September 25, 2014 | “States Prod Investment Advisors To Plan For Their Death, Disability”
  • ThinkAdvisor   | September 24, 2014 | “State-Registered Advisors Prep for New Succeession Planning Rules”
  • Blueleaf   | August 18, 2014 | “Here’s What the Financial Industry REALLY Thinks About Twitter”
  • Wall Street Journal   | August 8, 2014 | “Voices: John Hill, on Why Older Advisers Shouldn’t Sell Their Firm”
  • WealthManagement.com | April 30, 2014 | “Office Hours With Michael Kitces”

 


 

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  • AdvisorOne | December 12, 2012 | “NAPFA to Advisors: CFP Designation or Bust”
  • Investment News | September 23, 2012 | “Biggest and Most Profitable Have Plans in Place”
  • Investment News | September 17, 2012 | “Michael Kitces: The Day I Became Ashamed to be a CLU”
  • Investment News | June 13, 2012 | “Social Media as Drip Marketing for Financial Planners”
  • Reuters | June 7, 2012 | “Quick Ways Advisors Can Boost Referrals”
  • NASDAQ | May 11, 2012 | “Calling All Millennials: The Wealth Management Sector Needs You”
  • Financial Planning | April 1, 2012 | “Flying Solo”
  • RIABiz | March 28, 2012 | “Branch Managers are Key for Aggregator Growth”
  • Reuters | March 20, 2012 | “Dealing with Clients’ Scandal Anxiety”
  • AdvisorOne | March 16, 2012 | “Kitces: Why Niche Marketing Will Make or Break Advisors”
  • Financial Planet | March 5, 2012 | “The Public Deserves a Choice, But It’s Not Fiduciary vs. Suitability”
  • AdvisorOne | February 28, 2012 | “How Advisors Are Using Social Media”
  • Registered Rep | February 27, 2012 | “Protect Your (Online) Rep”
  • Registered Rep | January 25, 2012 | “Mastering the Mad Scramble for New Clients”

 


 

  • Advisor Perspectives | July 9, 2013 | “The Five Best New Investment Ideas New Age Paradigms for the Post-MPT World”
  • Journal of Financial Planning | June 2013 | “Tactical Asset Allocation: Advice and Guidance from Experts”
  • Financial Advisor IQ | April 17, 2013 | “Tips for Curing the Hard-Bitten Gold Bug”
  • Wall Street Journal | March 31, 2013 | “How Funds Massage Numbers, Legally”
  • Morningstar | March 6, 2013 | “Asset Location: Not So Black and White” (VIDEO)
  • Above the Market | March 4, 2013 | “Edge: Michael Kitces”
  • TwinCities | February 2, 2013 | “Now’s Not the Time to Grow Giddy Over the Stock Market”

 


 

  • Baltimore Sun | December 28, 2012 | “Investment Outlook for 2013 Clouded by Uncertainty”
  • Morningstar | October 16, 2012 | “What is an Alternative Investment?” (VIDEO)
  • S&P Dow Jones Indices | October 11, 2012 | “Where Are We Now? Sectors, Industries, and the Business Cycle”
  • Wall Street Journal | October 3, 2012 | “ETFs that Mature Like Bonds”
  • ETF Report | September 2012 | “Why I Own ITB”
  • Professional Planner | August 30, 2012 | “Life After Modern Portfolio Theory”
  • Money Management | August 24, 2012 | “The Rise of Dynamic Asset Allocation”
  • Money Management | August 23, 2012 | “Fund Managers Taking a ‘Giant Shortcut’ in Asset Allocation”
  • IndexUniverse | August 22, 2012 | “Pinnacle’s Vollaro: Buy Corrections Now”
  • CFA Magazine | July-August 2012 | “Tactics, Timing, and Technicalities: Is Market Timing in the Eye of the Beholder?”
  • Advisors4Advisors | June 21, 2012 | “Ken Solow Answers Questions from Attendees of Active Management Webinar”
  • Journal of Financial Planning | June 2012 | “The Rise of Tactical Asset Allocation”
  • Advisors4Advisors | May 28, 2012 | “Ken Solow’s Presentation On Friday Marks A Pivotal Turn For Investment Advice”
  • New York Times | May 18, 2012 | “Getting to Retirement with Minimal Financial Risk”
  • AdvisorOne | April 13, 2012 | “Markets May Be Volatile, but Risk Tolerance Isn’t”
  • S&P MarketScope Advisor | April 4, 2012 | “Pro Investors Talk Muni Allocation, Value” (fire-walled)
  • S&P Indices | March 22, 2012 | “Finding Yield in Today’s Bond Market” webinar
  • Advisor Perspectives | March 13, 2012 | “LTE: Tactical Asset Allocation v. Behavioral Finance”
  • Canadian Business | January 19, 2012 | “RRSP Portfolio Picks for 2012″
  • MarketWatch/Wall Street Journal | January 5, 2012 | “Not Buy-and-Hold, but Buy-and-Sell Rarely”

 


 

  • Registered Rep | December 23, 2011 | “Not Going Tactical Could Pose Real Business Risks, Advisors Fear”
  • Minneapolis Star Tribune | December 16, 2011 | “Betting the House to Buy Stocks?”
  • Journal of Financial Planning | December 2011 | “Improving Risk-Adjusted Returns Using Market-Valuation-Based Tactical Asset Allocation Strategies”
  • MorganStanley/SmithBarney | July 15, 2011 | “The Energy Sector: Powered Returns”
  • RealClearMarkets | April 1, 2011 | “The Disaster Playbook for Investors”
  • The Baltimore Sun | April 11, 2011 | “Questionable Investment Strategy in Maryland’s Pension Plan”
  • Financial Planning | March 11, 2011 | “Japan Earthquake, Tsunami Not Likely to Sweep Away Recovery, Say Industry Pros”
  • The Globe and Mail | February 13, 2011 | “A Staunch Defence of ‘Vilified’ Market-Timing”

 


 

 


 

  • Journal of Financial Planning | December, 2014 | “Planning Implications of New Legislation for Digital Assets”
  • MarketWatch | July 23, 2013 | “Lottery-Linked Retirement Accounts?”
  • Palm Beach Post | July 6, 2013 | “How to Plan for your Retirement Time Horizon”
  • Palm Beach Post | July 4, 2013 | “Cashing Out of the Bucket Strategy” (VIDEO)
  • Kiplinger’s Personal Finance | July 2013 Issue | “Uncle Sam is Eyeing Your Nest Egg”
  • The Reverse Advisor | June 13, 2013 | “Financial Planning and the HECM”
  • MarketWatch | June 4, 2013 | “Easier Refinancing for Retirees”
  • Forbes | June 4, 2013 | “Dave Ramsey’s Online Brawl Shows Problematic Divisions in Finance World”
  • Above the Market | June 4, 2013 | “Financial Advice: A Top Ten List”
  • Kiplinger’s Personal Finance | June 2013 | “What’s Your Retirement Number?”
  • Crain’s New York Business | May 6, 2013 | “Bloomberg LP Delves into Online Financial Advice”
  • AdvisorOne | May 5, 2013 | “Kitces and Winterberg Describe the Future of Financial Planning”
  • Financial Planning | May 3, 2013 | “What Not to Say on Twitter”
  • MarketWatch | May 3, 2013 | “New ‘Crackdown’ Targets the IRAs of the 1%”
  • RIABiz | April 29, 2013 | “Finance Logix Advisor Conference Ponders Simplicity as Sophistication”
  • Minyanville | April 24, 2013 | “What is the Best Age to Start Collecting Social Security?”
  • AdviceIQ | April 19, 2013 | “Don’t Sweat Small Spending”
  • Bankrate.com | April 19, 2013 | “Financial Wolves Exposed by CFPB”
  • Cambridge | April 18, 2013 | “The Rise of eService?”
  • Bankrate.com | April 17, 2013 | “How to Cut a Long-Term Care Rate”
  • Yahoo! Finance | April 16, 2013 | “5 of the Worst Things You Can Do With Your Money”
  • MintLife | April 16, 2013 | “What is the Best Age to Start Collecting Social Security?”
  • MarketWatch | April 15, 2013 | “How to Handle a Long-Term Care Rate Hike”
  • Investment News | April 14, 2013 | “Brightscope Girds to Release Prices”
  • The Walton Sun | April 14, 2013 | “Still OK to Prepay”
  • Bloomberg Businessweek | April 9, 2013 | “Maybe Past Performance Does Predict Your Savings’ Future”
  • NASDAQ | April 8, 2013 | “Why You Shouldn’t ‘Set and Forget’ Your Withdrawals” (VIDEO)
  • The Reverse Review | April 2013 | “Change Is Good. You Go First.”
  • Enterprising Investor | March 27, 2013 | “Are Safe Withdrawal Rates Still Relevant in Today’s Low-Return Environment?”
  • FinalytiQ | March 27, 2013 | “Emerging Trends in Financial Planning” (VIDEO)
  • New York Times | March 15, 2013 | “New Laws Take Guesswork Out of Investment Tax Liability”
  • Above the Market | March 4, 2013 | “Edge: Michael Kitces”
  • Wall Street Journal | March 1, 2013 | “Say Goodbye to the 4% Rule for Retirement”
  • Planner | March/April 2013 | “Best Planning Ideas for 2013″
  • MarketWatch | February 25, 2013 | “Retirement Success is About Spending, Not Saving”
  • AdvisorOne | February 20, 2013 | “Get Ready for Gender-Based Pricing on LTC Insurance”
  • Swim With Jim Online Radio | February 11, 2013 | “Michael Kitces on Tap”
  • Wall Street Journal | February 7, 2013 | “Michael Kitces: Don’t Be Afraid of Harvesting Capital Gains”
  • MarketWatch | January 18, 2013 | “Protecting Retirement Income: How Much?”
  • MarketWatch | January 3, 2013 | “Roth Conversions Are Easier, But Are They Right?”
  • AdvisorOne | January 2, 2013 | “Fiscal Cliff Bill: The Good, the Bad, and the Ugly”

 


 

  • Reuters | December 18, 2012 | “How Retirees Can Cope with Fed’s New Normal”
  • Wall Street Journal | December 17, 2012 | “To Handle Hard Times, Plan for the Long Term”
  • MarketWatch | November 30, 2012 | “Retirement Weekly, Tip of the Week”
  • Investment News | November 4, 2012 | “Cut Exposure to Medicare Taxes”
  • Enterprising Investor | October 13, 2012 | “Take 15: Key Trends and Issues for Financial Advisors” (VIDEO)
  • AdvisorOne | October 2, 2012 | “What to Do About New Medicare Taxes”
  • Journal of Financial Planning | October 2012 | “Safe Withdrawal Rates: What Do We Really Know?”
  • Money Magazine | September 11, 2012 | “How to Pick the Juicier 401(k) Plan”
  • Above the Market | August 16, 2012 | “Five Good Questions for Michael Kitces”
  • MarketWatch | July 26, 2012 | “7 Money Matters to Consider if Retiring Overseas”
  • Morningstar | July 23, 2012 | “Swing Factors for the 4% Withdrawal Rate”
  • AdviceIQ | June 21, 2012 | “The Young: Skips IRAs Now”
  • Fox Business | May 17, 2012 | “Seven Questions to Ask Before Buying Credit Card Protection”
  • Investment News | May 13, 2012 | “Advisors Disagree with Kitces’ Take”
  • AdvisorOne | May 10, 2012 | “How to Get the Most Out of Social Security Planning for Couples: Michael Kitces”
  • Morningstar | May 9, 2012 | VIDEO: “Swing Factors for the 4% Withdrawal Rate”
  • Morningstar | May 9, 2012 | VIDEO: “2 Strategies for Maximizing Social Security”
  • AdvisorOne | May 9, 2012 | “Michael Kitces: The 2012 IA 25 Extended Profile”
  • AdvisorOne | May 7, 2012 | “Kitces: Can Financial Planners Keep Pace in a Digital Future?”
  • Financial Planning | May 1, 2012 | “The Producers”
  • Investment News | April 29, 2012 | “Shrunken Social Security Figures Into Advisors’ Plans”
  • MarketWatch | April 25, 2012 | “Disconnect from this Market-Linked Security”
  • Financial Planning | April 20, 2012 | “RIAs Not Counting on Passage of Small Business Tax Relief Bill”
  • LifeHealthPRO | April 20, 2012 | “Who Will Be the Next Glenn Neasham?”
  • Investment News | April 15, 2012 | “CFP Board’s New Chief Investigator Adds Enforcement Muscle”
  • Baltimore Sun | April 14, 2012 | “JOBS Act: Act Allows Entrepreneurs to Sell Securities Via Crowdfunding”
  • Journal of Financial Planning | April 2012 | “10 Questions with Noteworthy People: Michael Kitces on Tax Planning’s 180 and Investing in the Extreme”
  • Rapid City Journal | March 18, 2012 | “Reverse Mortgages Offer Some Creative Advantages”
  • Rapid City Journal | March 11, 2012 | “Reverse Mortgages Can be Useful for Some Seniors”
  • MarketWatch | February 13, 2012 | “Congress Eyes Retirement-Plan Tax Benefits”
  • Morningstar | February 10, 2012 | “Should Portfolio Withdrawals Vary with the Market?”
  • SmartMoney | January 27, 2012 | “Understanding the Roth 401(k)”
  • Morningstar | January 26, 2012 | “Unpacking the 4% Rule for Retirement Portfolio Withdrawals”
  • AdvisorOne | January 25, 2012 | “CFP Board Relaxes Its Position on Financial Planner Bankruptcies… Sort Of”
  • Financial Advisor Magazine | January 3, 2012 | “Why Advisors, Clients Must Battle to Keep Retirement Savings on Track”
  • San Francisco Chronicle | January 1, 2012 | “Resolve to Improve Finances, Career in Year Ahead”

 


 

  • Investment News | December 18, 2011 | “Michael Kitces: Power Tweeter Delves into Financial Science”
  • Forbes.com | November 28, 2011 | “Tips to Avoid Coming Up Short in Retirement”
  • Mint.com | November 22, 2011 | “Paying Down Your Mortgage Versus Investing More”
  • Wall Street Journal | November 19, 2011 | “How Much is Too Much?”
  • AARP Bulletin | November 1, 2011 | “The Truth About Social Security Myths”
  • Financial Post | October 24, 2011 | “Radical Concept: Financial Planners Should Give Clients Financial Plans”
  • SmartMoney | October 17, 2011 | “Retirement May Be Bad For You”
  • Registered Rep | October 7, 2011 | “Managing Retirement Account Withdrawals in Volatile Markets”
  • RIABiz | October 6, 2011 | “RIAs Reflect on the Life and Legacy of Steve Jobs”
  • Investment News | September 16, 2011 | “Planners Give Thumbs-Up to CFP Board’s Ad Campaign”
  • The Wall Street Journal | March 21, 2011 | “Working in Retirement: Questions, Questions, Questions”
  • The Wall Street Journal‘s Market Watch | March 17, 2011 | “Tax Strategies for Working in Retirement”
  • The New York Times | January 21, 2011 | “With Retirement Savings, It’s a Sprint to the Finish”

 


 

  • Motley Fool | July 7, 2010 | “Why Annuities Are Better Than You Think”
  • Financial Planning | February 1, 2010 | “The Deep Thinker: Michael Kitces is Changing How Planners Shape Their Practices — and Their Plans”
  • Bank Investment Consultant | February 1, 2010 |”You Should Live So Long”

 


 

    • Financial Advisor IQ | August 13, 2015 | “Kitces Goes From Paraplanner to Advice-Industry Spokesman”

 


 

  • Investment News | June 18, 2013 | “15 Transformational Advisers: Michael Kitces”
  • Elon University | June 10, 2013 | “John Hill ’76 and Ali Deatsch ’13 Elected to Elon Board of Trustees”
  • RIABiz | April 16, 2013 | “Two Firms That Have Love-Hate Relationships With RIAs Draft Their Harshest Critics To Serve As Consiglieres”
  • Wall Street Journal | April 16, 2013 | “BrightScope Names Michael Kitces, Industry Luminary and Partner at Pinnacle Advisory Group, to Advisory Board”

 


 

  • Financial Planning Association | May 15, 2012 | “FPA Names Michael Kitces to New Role of Practitioner Editor”
  • AdvisorOne | May 7, 2012 | “Tuttle to Retire, Kitces to Join the Journal of Financial Planning
  • Investment Advisor | April 24, 2012 | Michael Kitces is named one of the “25 most influential people in the advisor and financial services industry.”
  • Financial Planning | March 21, 2012 | “RIA Pinnacle Advisory Promotes Kitces to Partner”
  • RIABiz | March 21, 2012 | “Michael Kitces Becomes Partner at Pinnacle, Ambassador for TAMP-Like Service”
  • AdvisorOne | March 28, 2012 | “New Hire Roundup”
  • Investment News | March 20, 2012 | “The 15 Financial Advisors All Advisors Should Follow on Twitter”

 


 

 


 

  • AdvisorOne | August 13, 2010 | “FPA Announces Heart of Financial Planning Award Recipients”