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kitces-headshot.jpg

Michael Kitces

Head of Planning Strategy
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Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

Is your tech agenda set for safety or standout growth?

Over the last three years financial services sectors have been involved in a necessary but dramatic operational shift with their customers moving from physical to digital channels

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