A funny thing is happening in financial services and it’s changing the nature of financial planning practices before our very eyes. Regulatory burdens, cost pressures, market dynamics and the changing competitive landscape – including the rise of fintech – are all conspiring to forge a new player in the market: the financial services entrepreneur. And it’s quickly becoming the new paradigm.
Once upon a -not-so-long-time-ago, a financial advisory business was a fairly straightforward proposition.
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