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Clients are more satisfied with advisors who lead with planning, interact more with them and clearly demonstrate their fee structure, according to a Carson Coaching study.
ETF provider WisdomTree is selling its stake in the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.