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Kiplinger
Kiplinger
Business
David Bromelkamp

The Radical (at the Time) Concept That Led to Client-First Financial Planning

(Image credit: Getty Images)

For decades, investors have searched for one thing above all else when choosing a financial advisor: Advice they can trust.

Yet the financial advice industry has long struggled with a structural challenge. Many advisors are compensated through commissions for selling financial products such as mutual funds, insurance policies or annuities.

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