Research Magazine March 2011
Cover Story
Get a Life
“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
Early Boomers May Be Last Generation on Track to Retire Well
The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile