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Are Financial Advisors Turning Away From Attorney Referrals?

Rethinking the interaction of estate planning and wealth management practices

In the midst of COVID-19, financial advisors have been forced to grapple with a changing world when it comes to fiduciary standards, an increasingly remote client base and the fee pressure of robo-advisors and custodians. However, one trend that’s flown under the radar is the integration of estate planning and wealth management practices. While some advisors have recognized these trends, few have considered the question of whether they create a need to change external marketing, service

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