Updated Friday, August 1, 2014 as of 6:40 PM ET
Planning students Alesha Isaacs (from left), Fount Freeman and April Peterson participate in a roundtable at Texas Tech. (Image Courtesy of Schwab Advisor Services)
Practice - Practice Management
What Next-Gen Planners Want Now
Financial Planning
Wednesday, March 6, 2013

Remote planning may be on the rise, but not everyone is enamored of the idea. A recent Schwab survey of planning students at Texas Tech found that the lure of client relationship management and working in-person with clients remains high, with nearly half of students citing the latter as a priority.

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