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RIAs see big revenue windfall as planning fees soar 50% and separately billed plans jump 70%-plus, still only half of clients have a plan, survey says

The countertrend to fee compression in investment management takes hold as planning software proliferates; advisors find courage to charge for a freebie and investors learn to appreciate plans.

Author Oisin Breen January 16, 2021 at 1:02 AM
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Tony Leal: Financial planning has taken its rightful spot as the centerpiece of wealth management.

Stephen Chen

Stephen Chen

January 18, 2021 — 1:24 AM
It's good news that more financial advisors are embracing planning, but for this to scale to help main street investors - costs need to come down further and access needs to increase. Discussed lifetime income and retirement planning with the Morningstar team recently: https://www.morningstar.com/podcasts/the-long-view/92

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