Accumulating evidence suggests that the old financial planning industry (OldCo) is entering its death phase. Effects on advisers and their business plans will be profound. There is no single emerging trend, no single piece of legislation. Just a mounting pile of...
It’s been hard to hear anything else above the din generated by this debate; however, at least two other trends have the potential to make the fees versus commission debate, though important, become a comparative storm in a teacup. Trend 1 – Jeremy Cooper’s review...
