Jul 30, 2013
Wall Street Journal - While brokers have historically focused on investment advice, RIAs may also provide tax and estate planning. Some even help clients with tasks like tracking medical bills and researching assisted-living facilities for a parent. Ask a prospect to list the range of services he or she provides, says Deena Katz, an associate professor of personal financial planning at Texas Tech University in Lubbock.
tags : Texas Tech in the News