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Wednesday, August 19, 2026The Morning Brief →Sign in
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Michael Kitces

In PWD coverage since August 18, 2026 · 4 stories
PWD coverage
practice

Retire SMART's $800M book: 25% of revenue into marketing

An Omaha RIA built its book organically by treating educational marketing as a line item.
book · Aug 18The client's gut is financial data
exit · Aug 18Two failed successions later, Kahler Financial sold to an accounting firm
advisor_note · Aug 18AI agents pile up recommendations. Only advisors can turn them into advice.
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