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- Title
A 'New Normal' Look at Practice Growth.
- Authors
Kitces, Michael E
- Abstract
The article looks at financial planning professionals in the U.S., as of 2013. It focuses on how financial planners are trying to thrive professionally and expand their businesses in an economic context of stagnant household incomes and assets and lower rates of return on investments. It suggests that these conditions are likely to persist. It notes varied responses by financial planners, including shifts both toward and away from active investment management approaches. Topics include alternative revenue and fee models and client recruitment.
- Subjects
UNITED States; FINANCIAL planners; FINANCIAL planning; UNITED States economy, 2009-2017; INCOME; RATE of return; INVESTMENT policy; FINANCIAL planners -- Fees
- Publication
Journal of Financial Planning, 2013, Vol 26, Issue 1, p16
- ISSN
1040-3981
- Publication type
Article