Why the Transparent Advisor Movement Isn’t So Transparent
The financial advice landscape is evolving, with new movements and philosophies emerging to address perceived shortcomings in traditional models. One such movement, the Transparent Advisor Movement (TAM), has gained traction by advocating for ‘advice-only’ models and emphasizing ‘transparency.’ However, it’s crucial to acknowledge that the concept of ‘advice-only’ has been formalized previously. Notably through the […]
What’s My Perfect Retirement Plan?
The “perfect” plan is what the individual client says it is. That’s because the individual has a vested interest in the outcomes of the financial decisions. The individual attempts to do what’s best for themselves, their family, and loved ones. Ideally, this is in context with all available knowledge and information. Can there ever be […]
The Future of Financial Advice Is Today
We applaud and celebrate leaders in financial services who have finally embraced the concepts put forth in our book. Advice Only: Retirement Planning Methodology & Handbook (Hall, Q. 2019)
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