Financial advisory firms must adapt to survive

03/12/2009 | Financial Planning

Financial-planning practices are facing one of the most challenging years in decades as the global financial crisis has caused assets under management -- and fees -- to drop. The situation presents an opportunity for advisory firms that rise to the challenge and adapt their business, including taking advantage of tools offered by independent broker-dealers and custodians for free or at discounted prices. Joel P. Bruckenstein, CFP and publisher of Virtual Office News, asked some of the industry leaders to highlight their offerings.

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