Just wondering what the financial planning community thinks about some of the concerns posed in this article:Financial Planning Gets Personal
More financial advisers are moving beyond money matters and playing counselor with their clients. Not everyone thinks that's a good idea.
http://www.smartmoney.com/investing/stocks/financial-planning-gets-personal
Please "comment" here in this blog. Should consumers be wary if their financial planner takes a more personal approach? What types of "best practices" to you embrace?
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ReplyDeleteFinancial planners offer guidance and advice when it comes to any issues regarding financial planning, algorithms
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