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.
