Michael Kitces, a prominent financial planner, highlights that the primary marketing expense for scaling financial practices is the increased ...
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Financial Planning Strategies from Michael Kitces
Michael Kitces has become a household name among financial advisors, not because he chases headlines, but because he teaches the stuff most professionals actually use. As a partner at Buckingham Wealth Partners and co-founder of XY Planning Network, Kitces has spent years helping advisors improve the way they serve clients, especially around retirement planning and tax efficiency. His newsletter, The Kitces Report, is one of the most respected publications in the industry and is known for going deep into the weeds, exactly where most advisors need help. He also keeps a steady presence on stage, speaking at over 50 events a year across the country.
By 2025, Kitces has built a career that balances education, technology, and leadership. His blog pulls in more than 3 million readers annually, and he leads a research team supporting over 2,000 advisors. He holds equity in four fintech startups focused on advisor tools, including one valued at over $75 million. In 2024, he launched a venture that uses AI to improve how financial plans are built and delivered. Kitces was also named to the board of a robo-advisory platform managing $6 billion, further solidifying his role as a connector between human advisors and digital solutions. His approach may be technical, but his mission is simple: make financial advice better, for both clients and the professionals who guide them.
03.07.2025
The transition of a financial advisory firm to new ownership brings unique challenges. In a recent discussion, financial planning expert Michael Kitces ...
30.06.2025
Michael Kitces, a prominent financial planner and educator, provides insights into the employment of subscription and retainer fees among financial ...
15.06.2025
Financial advisors seeking to grow their client base would do well to focus on life transitions, suggests Michael Kitces, a prominent figure in the ...
07.06.2025
Michael Kitces, a prominent figure in the personal finance space, delves into the successes and potential pitfalls of the Financial Independence, ...
31.05.2025
Retirement satisfaction appears to increase with age despite spending declines. Research by David Blanchett, a retirement expert, indicates that as ...
25.05.2025
Michael Kitces, a prominent financial advisor and expert, introduces a new approach to client meetings by replacing traditional data gathering sessions ...
23.05.2025
A survey conducted by CitywireRIA has unveiled significant insights into the compensation and wellbeing of Registered Investment Advisor (RIA) ...
23.05.2025
Michael Kitces, a renowned financial expert, has released a comprehensive study on market dynamics, focusing on three critical areas: 'importance vs ...
22.05.2025
Michael Kitces, a prominent figure in financial advisory circles, sheds light on the branding challenge faced by LPL Financial. For years, LPL was ...
19.05.2025
Michael Kitces, a prominent figure in the financial advisory sector, explores the distinct challenges faced by small firms in training new advisors. ...
11.05.2025
Michael Kitces, a prominent figure in financial planning, emphasizes the importance of making financial advice more concrete and actionable through the ...