Ep. 36: Could New Stock Market Highs Be A Warning Sign To Investors? With Duncan Rolph
Investing With IBD
00:00
The Future of Financial Planning for Wealthier Clients
In 2008, once they lost the trust, and especially a lot of these wealthier clients started questioning the business models. And I think over time here, this is going to be the kind of complete migration for a lot of those firms. Instead of really focusing on transactional revenue, again, selling stocks, the stockbroker, you're going to be more full service financial planning firms where you're doing everything from helping them set a budget to optimize tax treatment.
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