Financial advisers go ‘beyond the numbers,’ bringing in retirement coaches to offer wellrounded advice
Dec 24, 2024
As some financial advisers become more technology-driven and as low-cost robo-advisers gain more traction, some financial planners are taking a different approach to retirement advice — one that adds a more human, personal touch.
https://www.marketwatch.com/story/financial-advisers-go-beyond-the-numbers-bringing-in-retirement-coaches-to-offer-well-rounded-advice-606f8a41?mod=mw_rss_topstories
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