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While the U.S. is unlikely to phase out or ban commissions as other countries have, more and more financial advisors are choosing to join or create a fee-only practice. To discuss this growing trend, unique regulatory challenges the U.S. faces and whether it's important have a niche practice, I'm joined by Geof Brown, CEO of NAPFA, the professional association of fee-only advisors on the U.S.
Show notes, links and full transcript at: https://innovatingadvice.com/episode22.
Connect with Kate on LinkedIn.
By Kate Holmes5
99 ratings
While the U.S. is unlikely to phase out or ban commissions as other countries have, more and more financial advisors are choosing to join or create a fee-only practice. To discuss this growing trend, unique regulatory challenges the U.S. faces and whether it's important have a niche practice, I'm joined by Geof Brown, CEO of NAPFA, the professional association of fee-only advisors on the U.S.
Show notes, links and full transcript at: https://innovatingadvice.com/episode22.
Connect with Kate on LinkedIn.