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Michael Kitces: 5 Trends Financial Advisors Should Know

By Danny Noonan July 22, 2024 MorningStar

Michael Kitces discusses new trends in the financial services ecosystem, including a collective shift from “selling products to providing advice.” He mentions that CFP Board is setting records with the number of new CFP® professionals and is embracing this trend.

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MorningStar
Danny Noonan
July 22, 2024