The Latest In Financial Advisor #FinTech (September 2016)

With the rise of robo-advisors and the commoditization of investment management, there is a growing buzz amongst advisors that eventually, we’ll all need to shift to a fee-for-service model, charging hourly, project, or retainer fees, in lieu of AUM… and at a minimum, that retainer models can expand access to financial planning to those who can pay for advice but don’t have assets to be managed.

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