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Gone are the days of deciding whether financial planning should be offered, said executives. Today, the decision worth considering is how to charge for it.
Gen Next Wealth Founder Emlen Miles-Mattingly details why and how his firm is moving away from assets under management and toward a monthly subscription model.
COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.
Size is not a prohibitive barrier to achieving the successful practice of D&I. What matters most is our willingness to make ourselves uncomfortable initially, and act in new ways that produce far more diverse and inclusive results and that help us...