Summary: The Department of Labor’s fiduciary rule, released in April, highlights what our affluent research has been telling us for the past decade: The affluent want a professional to oversee the multi-dimensional aspects of their family’s financial affairs and have their best interests in mind.
 You’re likely to see more advisors shifting from conducting performance reviews to “progress” reviews towards agreed-upon goals. Regardless of what happens with the DOL and fees, affluent clients will always pay for advice, not advice lite. And true advice stimulates word-of-mouth-influence. ”Matt Oechsli, Author, Building a Successful 21st Century Financial Practice |
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