Meet The Rebel Financial Advisor Helping Investors Save On Taxes

Published on January 12, 2021
Meet The Rebel Financial Advisor Helping Investors Save On Taxes Bea Doblas Tue, 01/12/2021 - 01:44am

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The percentage guys are not doomed to extinction. They will adapt with creative menus that better match price to value, predicts Wei Ke, a partner at marketing consultant Simon-Kucher. Some advisory firms will offer varying fee levels with different amounts of hand-holding; some will offer monthly subscriptions for access to a planner; some will lower their asset fees but add a fee related to income.

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https://www.forbes.com/sites/baldwin/2021/01/10/meet-the-rebel-financial-adviso…
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