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UrgentADVICEONLYFINANCIALPLANNINGMAG · NOV 05, 19:35

Why Advice-Only Financial Planning Deserves a Closer Look

Most people assume that a financial advisor's main job is to pick investments or manage a portfolio. But there is another path, one that separates the work of giving advice from the business of selling products or handling assets. This is the core idea behind advice-only financial planning. It strips away the transactional parts of the relationship and focuses entirely on the guidance side. The concept sounds simple, but it runs against the grain of how much of the industry

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