Published News

financial planning industry news

https://bluecircuitry.com/s/zm1FxVqzkkNFLdtXp9Btc

I've been tracking some interesting shifts in financial planning industry news lately, with the SEC's new rules on fiduciary standards causing quite a stir among advisors. Meanwhile, several big firms are rolling out AI tools for portfolio management, which has sparked debates about balancing tech with human judgment in client relationships.

no revenue sharing advisors

https://sierra-wiki.win/index.php/How_to_Become_an_Advice-Only_Financial_Planner_and_Build_a_Practice_That_Lasts

While some advisors push for a cut of your company's revenue, the no revenue sharing advisors focus on flat fees or hourly rates instead. They aim to give unbiased guidance without tying their income to your financial growth. This approach can simplify business planning, letting you keep more control over profits without ongoing percentage payments.