This article is 7 years old. As we are in a rapidly-changing industry, the information contained in this article may no longer be relevant. Please keep this in mind while reading.

Anyone who has been doing financial planning for any period of time has heard the moniker – we work in a highly commoditized  business, and there is nothing new under the sun.  I have been a proponent of that belief and have always worked to provide great ideas along with my product positioning.  But is it […]