Updated Friday, August 1, 2014 as of 7:53 AM ET
Practice - Succession Planning
Financial Planning for Everyone, Regardless of Income
Monday, October 1, 2012
Partner Insights

Can the financial planning profession actually be a profession if the services are not available to ordinary Americans? Planning seems to have bifurcated into advisors who collect their fees by AUM model and who primarily serve wealthier clients, and those who earn a commission for selling less-wealthy people insurance policies, variable annuities and mutual funds. In both cases, most of the emphasis is on the investments, not on the planning.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here