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 advisors 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.
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