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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

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Average Fees for Financial Advisors in 2023

Harness Wealth

The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs. Many financial planners will do a portfolio review and provide investment advice for an hourly fee as well.

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The Impact of AI on Wealth Management

WiserAdvisor

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. It also directly impacts estate planning. It can also affect debt management. Similarly, buying a home is not just about property ownership.