Weekend Reading For Financial Planners (December 14–15)

4 days ago 19

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their feesRead More... The post Weekend Reading For Financial Planners (December 14–15) first appeared on Kitces.com.


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