Some financial planners and advisors are just giving away their expertise.
These advisors are not always comfortable charging fees for advice on client assets held outside of their primary custodian because they say it does not constitute what they consider holistic financial planning.
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