FYI: Via Morgan Rochard of Origin Wealth Advisers, is this handy graphic showing the spectrum of advice investors can expect from various professionals. She notes:
“The client cares about growing wealth, paying for large expenses and eventually retiring. These cannot be accomplished without properly planning and keeping a holistic view of the overall financial picture. In recognizing my clients’ priorities, my practice evolved into one where clients feel heard and their needs are met.”
Regards,
Ted
http://ritholtz.com/2017/03/retail-financial-advice-industry/
