Updated Wednesday, July 23, 2014 as of 6:05 AM ET
Stop Imaginary Planning
Friday, June 1, 2012
Partner Insights

A respected member of the profession told me recently about some colleagues who didn't make it through the 2008 market debacle because their value proposition was too closely tied to investment returns. "Don't you think,'' he said to me, "a lot of people are returning to what financial planning was supposed to be all along?"

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