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RAB Research Archive

Why more advisers are offering financial planning services



Financial planning is becoming an increasingly popular offering among advisers. Almost 50 percent currently offer planning services to clients, up from just under 33 percent just four years ago, and millennial advisers are the most avid adopters, according to a new report from Cerulli Associates.

Source: ThinkAdvisor



View or Download: http://www.thinkadvisor.com/2017/11/30/why-more-advisors-are-offering-financial-planning?&slreturn=1512567834

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