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A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...
Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...