2024 State of Financial Planning and Fees: Technology’s Impacts
Exploring industry trends and the future of fees and technology
Learn moreThe latest trends in the industry
See how advisors are charging for their services and learn the latest in fees and technology trends, including:- How financial planning for clients has expanded
- Whether advisors are charging for plans now
- If there’s a rise in collecting fees via custodian
- The concerns over regulatory requirements
- The top 3 factors driving planning software purchases
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*2024 T3 Inside Information Survey; Bob Veres, Joel Bruckenstein.
