Summary: One of the more enduring outcomes of the financial crisis has been the migration of advisors and assets from the investment sales model of the Wall Street wirehouses to the fiduciary model of fee-only RIAs. A small but growing model, these financial professionals believe if an advisor offers product options to clients, even where appropriate, that advisor may be conflicted, regardless of disclosures
 The value proposition of a live advisor involves much more than asset allocation and security selection. It's about understanding people's goals and helping them achieve desired outcomes."Kurt Schacht, managing director of Standards and Financial Market Integrity at the CFA Institute |
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