Evolution in the Financial Advice Industry

Daniel YergerFinancial Planning Leave a Comment

Over the winter break, I took the time to peruse Bob Veres’ new book, “A Behind-The-Scenes History of the Financial Planning Profession.” This won’t be a book review, though one will likely be forthcoming (early thoughts: It’s quite good, if quite long.) The relevance of this particular 736 page read is not to begin an exhortation of the short but …