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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

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AI-Generated Financial Advice And The Fiduciary Catch-22

Nerd's Eye View

Financial advisors have a fiduciary obligation to act in their clients' best interests, and at the same time are prohibited by state and SEC rules from making misleading statements or omissions about their advisory business.

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Adviser links: helping clients feel secure

Abnormal Returns

downtownjoshbrown.com) How indexing has made for a better financial advice industry. wealthmanagement.com) Do your clients have a digital estate plan? (washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth."

Clients 271
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How Financial Advicers Can Write, Publish, And Distribute Their Own Book To Create A More Effective Impression On Prospective Clients

Nerd's Eye View

One of the main goals of financial advisors who market themselves is to build a foundation of trust with their prospective clients so that they feel comfortable in discussing often-sensitive financial topics and ultimately acting on the advisor's recommendations.

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

Here is what makes us different: Hourly, Fee-Only Service: We operate on an hourly or, flat, fee-only basis, ensuring transparency and alignment of interests with our clients. Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients.

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Why Clients Resist Financial Advice

Advisor Perspectives

The illusion is that people come to financial planners for financial advice.

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Kitces & Carl Ep 134: Helping Clients Who Can’t Ever Get To ‘Enough’ (And When They Don’t Really Want To)

Nerd's Eye View

For many financial advicers, helping long-time clients identify and progress toward their goals eventually transitions into conversations around the best ways to enjoy the fruits of their labor once they reach them. And by ensuring that their clients are equipped with (and know how to follow!) Read More.

Clients 168