Adviser 3.0: The Podcast

Ep 21 – Michael Kitces discusses the outcomes of his latest survey on financial planning, trending adviser technology in America and direct indexing. Don’t miss this episode!

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Abraham and Michael have an insightful discussion, going into the details about:

  • His role at Buckingham Wealth Partners and co-founding XY Planning.
  • The latest survey on financial planning and what the key findings were
  • The latest trends on adviser technology in America
  • What’s going on with direct indexing
  • The media attention Altruist has gained - a custodian, a TAMP or All-in-One technology for advisers, what actually is it?
  • TAMPs providing a suite of technology. Is this all bundled into one price for the adviser and how Michael see’s this shaking out
  • What books he has read recently
  • Michael’s approach to saving for retirement and what his portfolio looks like
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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