Podcast 001: Michael Kitces on Emerging Trends in Financial Planning


In this podcast, Abraham speaks to Michael Kitces, a thought-leader in financial planning in the US and the author of the enviable Nerd’s Eye View blog. Have you ever wondered what financial planning will look like in 5 – 10 years’ time? What are they key emerging trends in financial planning today and which of these poses the biggest threat to planners?

Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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