Next Gen Financial Planning Ridge

Why Next Gen Financial Planning Demands an Advice-Only Approach

For decades, the financial planning industry operated on a simple premise: give advice for free, then sell a product to make money. That model worked well for the firms that built it, but it left many clients wondering whose interests were truly being served. Today, a growing number of advisors are stepping back from that old playbook. They are asking tougher questions about transparency, fiduciary duty, and what real planning looks like when commissions and quotas are taken