Client-centric planning pays off
DETROIT — Financial advisory firms that concentrate on holistic planning and leave the investment management to outside professionals are seeing the benefits in real dollar terms, according to a recent study.
DETROIT — Financial advisory firms that concentrate on holistic planning and leave the investment management to outside professionals are seeing the benefits in real dollar terms, according to a recent study.
Details of the comprehensive research project, which won’t be released publicl
Learn more about reprints and licensing for this article.