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The New Challenge In Training The Next Generation Of Financial Planners
By Michael Kitces Source: Nerd’s Eye View blog In the early days of financial planning, most “advisors” were ultimately insurance or investment salespeople, who evolved their skillsets and their...
View ArticleExpensive, One-Size-Fits-All Advice
By James Saft Source: Reuters Financial advisors do not appear to be carrying their weight. A new study based on Canadian data shows that while advisors are able to put clients into better performing...
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