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!

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