Financial Advice In 2034

Summary: During the past 40 years or so, independent registered investment advisors have won a growing share of the hearts and dollars from an investing public increasingly yearning for holistic financial advice and not just stock picks. And as RIAs have taken a bigger slice of the business, traditional brokerages have responded to some extent by upping their game in the comprehensive financial advice department. But as the 21st century enters the midway point of its second decade, the profession seems to be at a transitional tipping point.