Commentary: Financial planning isn't a commodity service

02/11/2013 | Nerd's Eye View blog

Financial planning may avoid becoming a commodity service because it relies on providing clients with customized advice that reflects the planner's expertise and acumen, Michael Kitces writes. Some aspects of planning, such as providing basic financial projections or implementing passive portfolios, can be accomplished by clients using online tools or software, but financial planners who provide high-quality analysis and advice may find their skills more competitive in contrast, Kitces writes.

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