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Retirementals Podcast - Episode 21: A Chat with Michael Kitces on Adviser Tech, Direct Indexing, and More!

By Timeline 31 Mar 2023
2 min read
For Financial Advisers Only

 

Michael’s Career and Industry Influence

In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya sits down with Michael Kitces, Head of Planning Strategy at Buckingham Wealth Partners and co-founder of XY Planning Network. Michael shares his career journey and the mission behind XY Planning, which has become a leading network supporting fee-only advisers serving next-generation clients.

Trends in Adviser Technology

The conversation highlights the latest trends in adviser technology, from integrated platforms to specialised planning tools. Michael explains how technology is reshaping client engagement, back-office efficiency, and compliance. He also reflects on his media presence and insights on Altruist, an emerging platform capturing attention in the adviser community.

Direct Indexing and TAMPs

Another key theme is the rise of direct indexing and how turnkey asset management programs (TAMPs) are evolving to provide suites of technology and investment solutions. Michael outlines how these innovations can expand adviser capabilities and improve client outcomes.

Michael’s Personal Approach to Retirement

Michael also shares his own approach to saving for retirement and constructing his investment portfolio. His perspective blends professional expertise with personal experience, offering relatable insights for advisers guiding their clients’ financial journeys.

Why Advisers Should Listen

For advisers, this episode offers valuable foresight into where the profession is heading. It highlights how adviser tech, TAMPs, and direct indexing are shaping the future, and why adaptability and innovation are crucial for long-term success.

To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more resources on Timeline.

Important information

This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.

Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.

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