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Financial advisor unbundles planning from investment management

The shift separates financial planning and investment management into two distinct offerings, aiming for better alignment with how different generations value and pay for advice.

Reported · Written up by our desk · Fund Industry

ETF Trends covered a growing theme in advisory services: separating financial planning from investment management instead of bundling them under a single AUM driven model.

In the episode, financial advisor Adam Wojtkowski discusses restructuring his business into two distinct offerings, in his case splitting planning and investment management into separate companies.

The discussion frames the move as a way to better match how different generations value advice, how they are willing to pay for it, and to focus on the part of the work he enjoys most, according to ETF Trends.

ETF Trends also notes that while the traditional AUM model may not disappear, it may become insufficient as advisor-client relationships evolve.

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