Page 4 - Investment Advisor June 2022
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Features                                                                           VOL. XLII NO. 4
                                                                                                          JUNE 2022

















                       24












                       Cover Story

                       A New Age of Advice
                       By Jeff Berman
                       Clients are seeking more personalization
                       and wealth planning from their advisors,
                       as money management takes a backseat.
























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                                                                    How the Wealth Management Industry Is Changing        Cover Photo-illustration: Chris Nicholls
                                                                    By Jane Wollman Rusoff
                                                                    Big firms have adopted more RIA-like offerings; meanwhile,
                                                                    breakaway brokers have gotten smarter, says former Schwab
                                                                    executive Rob Farmer.


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