IN THE NEWS – Marco Lima & Adam Anderson In the News

  Understanding how a financial management firm differentiates itself can be difficult, at best. Many advisors have created groups that focus on fee-based asset management, billing on a client’s assets, instead of transactions. While this is a step in the right direction, pieces to the puzzle may still be missing, including accounting, and planning via a Certified Financial Planner (CFP). Additionally, and interestingly bucking the trend, asset-based billing may not always be the best option…
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