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Article: College for Financial Planning Annual Survey Shows Rebound of Financial Advisor Earnings, Demand for Comprehensive Plans, and Shift to Fees.
- Article from:
- PR Newswire
- Article date:
- July 6, 2009
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Financial advisors say they are taking a more holistic consultative approach to planning, with a greater emphasis on higher education; Cerulli Associates lends expertise in survey's 13th year.
GREENWOOD VILLAGE, Colo., July 6 /PRNewswire/ -- Financial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, revealed the College for Financial Planning's 2009 Survey of Trends in Financial Planning.
Responses, provided by hundreds of financial advisors surveyed by the College, indicate a shift to greater customer service. Advisors are charging fees rather than commissions, creating ...