Financial Planners Teaching Clients There's More to Money Than Stock Returns

[McFurd]

The Street - 3/6/2019 - Scott Van Voorhis - Financial planners are increasingly embracing a "holistic," broad-based service model that focuses less on investment returns and more on developing a healthy financial lifestyle. Yet clients have yet to completely buy into the new model, with many still stuck on investment returns as the primary way of judging the effectiveness of their financial adviser, a new Morningstar report finds. Read more @ https://www.thestreet.com/personal-fina ... s-14889275