July 24, 2014 | Updated 12:00am

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Management Strategy

Financial Advisor Industry Deals With Generational Shifts

Trending Now: A Move To Fee-Based Independent Advisors


Financial advisors in their 50s and 60s are hitting retirement age at a time when their age-contemporary clients need strategic advice more than ever. Meanwhile, online financial planning and blogosphere advice is drawing off younger investors into the do-it-yourself realm. This creates a double-whammy generation gap.

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