Financial planning becomes critical

Firms are making a concerted effort to provide the necessary support and software advisors need, but issues remain

BY ANTHONY BURTON
ADVISORS’ REPORT CARD


with a continued shift toward holistic wealth management on one hand and the rise of low-cost, technology-based competitors on the other, financial planning is taking an increasingly important role in financial advisors’ menu of services offered to...

Read latest Investment Executive online.

Online newspapers at PressDisplay.