Practical analysis for investment professionals
13 October 2012

Take 15: Key Trends and Issues for Financial Advisers (Video)

Michael Kitces, partner and director of research at Pinnacle Advisory Group, which oversees about $1 billion of client assets, discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff, the potential for tax rates to rise significantly in the future, how to plan around tax increases, and whether the 4% safe withdrawal rate is still an appropriate rule of thumb.



This episode of the Take 15 Series was originally released on 19 September 2012.


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Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Lauren Foster

Lauren Foster is a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

1 thought on “Take 15: Key Trends and Issues for Financial Advisers (Video)”

  1. Thanks for sharing the valuable video i will wait for the another one…

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