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What is the "real value" that financial advisors deliver and that clients are willing to pay for?
The value delivered by financial advisors has morphed over time. Decades ago, it was picking stocks and facilitating transactions. Then asset allocation and money management came into vogue. In the past 15 years, financial planning has become popular in parallel with the rise of financial planning software such as MoneyGuidePro, eMoney, and NaviPlan.
Underlying this has been the accelerating pace of technology change as smartphones make the non-behavioral aspects of saving and managing money as…
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