BOSTON – Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?
Trend researcher Kim Lear of Inlay Insights tried to get advisors at the annual Schwab Impact conference to consider topics beyond expense ratios, AUM fees and asset allocation in illustrating broad societal changes that are slowly changing the way people work, live and spend money.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access