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Michael Kitces

Michael Kitces

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Head of Planning Strategy at Buckingham Wealth Partners; publisher of Nerd's Eye View and leading voice in WealthTech [cite: 48, 49].

Recent Posts

AI Boosts Efficiency and Client-Winning Deliverables
Social•Feb 17, 2026

AI Boosts Efficiency and Client-Winning Deliverables

The real use of AI tools is not only to gain greater efficiency, but also to create high-quality deliverables that convert prospects and wow clients - Christopher Haigh, CEO of Iconoclastic Capital, shares how he does it: https://t.co/VMkPMNuWxh In this #FASuccess Ep 477, Christopher shares how he leverages the AI capabilities to save time on data entry that allows him to provide better planning analyses for clients, and how Christopher uses more generalist AI tools to generate and refine dynamic presentations that give prospects and clients a richer understanding of his firm and its value proposition than more static formats. He shares his sample of a dynamic client proposal in the link ☝️#financialadvisorpodcast #podcast

By Michael Kitces
Know When Gifts Trigger Tax Reporting, Even Below Estate Thresholds
Social•Feb 14, 2026

Know When Gifts Trigger Tax Reporting, Even Below Estate Thresholds

Gifting Without The Headache 🎁 Gifting is an area of the Internal Revenue Code fraught with nuance and complexity. Understanding when a gift is taxable is important, but the reality is that many clients won't approach estate tax thresholds, which makes...

By Michael Kitces
Incentive Pay Boosts Advisor Revenue and Client Growth
Social•Feb 13, 2026

Incentive Pay Boosts Advisor Revenue and Client Growth

This #WeekendReading kicks off with the news that @CharlesSchwab's latest RIA compensation report finds that while base salaries remain the largest component of advisor compensation, firms that offer incentive pay have seen more revenue and client growth in recent years than...

By Michael Kitces
Early‑Career Earn, Save, Grow, Preserve Retirement Blueprint
Social•Feb 9, 2026

Early‑Career Earn, Save, Grow, Preserve Retirement Blueprint

The traditional approach to saving for retirement is all about starting early, saving consistently, and letting compounding growth do most of the heavy lifting over time. Yet the reality is that for those who are still early in their careers,...

By Michael Kitces