Financial Planners Teaching Clients There’s More to Money Than Stock Returns

March 6, 2019 TheStreet by Scott Van Voorhis Clients of financial planners remain focused on portfolio returns, even though there are big value adds elsewhere. Financial planners are increasingly embracing a “holistic,” broad-based service model that focuses less on investment returns and more on developing a healthy financial lifestyle.   Yet clients have yet to completely buy into the new …