No matter how wealth management firms refer to comprehensive, or goals-based, planning, advisors and their clients are putting this approach to use and getting results.
The concept is nothing new. But industry executives tell On Wall Street contributing writer Paul Hechinger in this month’s cover story that this year’s market volatility proved the worth of goals-based planning. Hechinger writes that the number of advisors using new goals-planning technology at Wells Fargo jumped significantly during the market turmoil leading into September.
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