I’ve often lamented that the founding generation of planners is holding back progress. This is surprising, since this was the group, who, back in the 1970s through the 1990s, led a surprisingly effective revolution against a powerful industry whose mindset was to sell products without evaluating its customers’ needs.

Whether or not they intended it, most of these then-young, idealistic advisors wound up founding a new profession. It developed its own body of knowledge, focused expertise and ethos that is loosely defined by the fiduciary concept.

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