Summary: We had a conversation recently with a financial adviser who recounted how he'd spent several hours with a client who had just inherited significant funds from a close relative. The client was wrestling with how to adjust to this steep change in his personal wealth, while deciding how to reengineer his overall financial plan under these new circumstances.
 It's time to reimagine the fundamentals of financial adviser compensation so advisers can be rewarded for their expertise and the value they bring to their clients' life goals."Robert Moore, CEO and Adam Antoniades, president of Cetera Financial Group. |
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