MichaelKitcesVerified account

@MichaelKitces

One nerd’s perspective on the financial planning world… CFP, , Entrepreneur-In-Denial, Advisor , & publisher of the Nerd’s Eye View blog

Joined October 2008
Born on November 18

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  1. Pinned Tweet

    It's out! Our annual list of the "15 Best Conferences For Financial Advisors To Choose From In 2017"

  2. My Top 5 Tips For Blogging Success As A Financial Advisor

  3. Advisors didn't get to adopt PFM tools fast enough. Now banks are moving in. "New BofA app to feature PFM"

  4. Mortality Credits – Why Immediate Annuities Beat Bond Ladders For Retirement Income:

  5. Weekend Reading for Financial Planners (Dec 31-Jan 1) - // Feat.

  6. Twitter CEO says users have made their top priorities clear

  7. Inspiring stuff on . "How Aspiriant knocked out another all-stock deal for $850M AUM firm" via

  8. : what does "Level Fee Fiduciary" mean in the IRA rollover context? When can BICE lite be used?

  9. In reply to

    RT : Some year-end reflections on overly tight macroeconomic policy and its 2016 consequences:

  10. Six decades of presidential approval ratings provide a striking illustration of growing partisan polarization

  11. The TechRise Addition to Atlanta’s Startup Community x davidcummings

  12. Bid To Grow Fiduciary Registry Gains Prominent Followers, & other "Weekend Reading for FP (Dec 31-Jan 1)" -

  13. Simple but useful tips. "4 steps to successfully transition a practice" via

  14. This is how people ignored each other before smartphones

  15. My Top 5 Tips For Blogging Success As A Financial Advisor

  16. SEC's Use of In-House Courts Unconstitutional, Appeals Court Rules, & other "Wknd Reading for FP (Dec 31-Jan 1)" -

  17. Good summary write-up of the Fidelity study on advisory fee squeeze, from .

  18. Weekend Reading for Financial Planners (Dec 31 - Jan 1) is out!

  19. Thanks so much! Glad it helped! Very proud of what we did with our final 2016 issue of The Kitces Report! :)

  20. In reply to

    . In a 'specialized' service line like financial advice, tech efficiency can make the pie MUCH larger.

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