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As technology continues to drive significant changes in the financial services sector, advisors must learn to "evolve" in order to survive and thrive, Michael Kitces, head of planning strategy at Buckingham Wealth Partners and executive chairman and co-founder of XY Planning Network, said recently at the Fearless Investing Summit in Palm Springs, California.
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Jeff Berman
Jeff joined the ThinkAdvisor team as a staff reporter in July 2019. Before joining ThinkAdvisor, he was a freelance reporter for five years, covering mainly technology, business, media and entertainment news for publications including The Miami Herald, Newsday, TheStreet.com, Long Island Press and multiple American City Business Journals websites. He also reported for several consumer electronics publications and was a technology reporter for publications of the Media & Entertainment Services Alliance. Prior to that, he worked as a reporter and editor for Consumer Electronics Daily and other Warren Communications News publications for 15 years. He graduated with an MA in journalism from New York University.
