Not only have tech-savvy millennials challenged traditional service firms (and their fees) — baby boomers are also gaining a sense of their financial advisory service fees, and heeding the call that both services and fees are changing, and negotiable.
It’s therefore never been as important as now for advisers to be able to communicate the value they bring, even as they educate themselves about emerging robo and hybrid advisory models in light of an increasingly aware clientele. In this follow-up article, we delve deeper into the role and value of human advisory models.
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