How do you determine the “safe” portfolio withdrawal rate (what I call “SAFEMAX”) for clients at the beginning of retirement? My research over many years indicates that an initial withdrawal rate of 4 ...

While wellbeing and mental health has become a more mainstream conversation among the wider U.S. population since the pandemic, it’s a topic still largely untouched by the financial services industry, ...

For more than 20 years, remarkably little research has been done on the costs incurred to obtain clients and the cost-effectiveness of various client acquisition strategies. It turns out those costs ...

The most recent Kitces Research on Advisor Technology found [design: please change link to “The most recent Kitces Report on advisor technology”] found that only around 2.3 percent of advisors planned ...

Nerd's Eye View – Rounding out the list, Nerd's Eye View is written by Michael Kitces himself – providing daily commentary on financial planning ideas and industry developments, in addition to a ...