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The practice of financial advising has gone through a series of substantial disruptions in the 20th and 21st centuries, and the rate of change in our profession will likely continue or accelerate. Understanding the path that has led to this current iteration gives us a clearer understanding of our industry. Looking forward to emerging trends and adjusting our practices accordingly assures that we will stay relevant to client needs and remain effective in our profession.
Michael Kitces is head of planning strategy at Buckingham Wealth Partners, where he helps to design and further enhance its evidence-based planning approach and provides counsel on priority corporate initiatives. In addition, he is the co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting and is the former practitioner editor of the Journal of Financial Planning. Michael is also the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
He is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.