The role that financial advisors play in the lives of their clients is undergoing a paradigm shift around the world. Aging populations, the impact of technology and the regulatory environment are changing what financial advisors do for clients. This evolution will affect what advisors charge for their services and how they provide value to the people they serve.
American author Barry LaValley and Australian David Haintz have developed a roadmap for those advisors around the world who wish to move their practice to the future. The authors help readers redefine what financial advisors...