Making the Switch to Retainer-Based Planning
Fred Hubler | ThinkAdvisor, December 2019
Read the article online >Summary: The time is right for financial advisors to make the switch to retainer-based planning, as this fee model is fast overtaking the industry. Making the switch to retainer-based financial planning can help a firm gain a foothold with high-net-worth clients. This method of planning makes regulatory compliance straightforward and reduces the risk of sanctions.
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