As competition and technology reshape the wealth management landscape, major players in the industry are embracing a flat-fee model for comprehensive financial planning. This shift moves beyond traditional AUM services, signaling a broader industry trend—one that places deeper, more personalized service at the forefront. XML Financial Group CEO and Co-founder, Brett Bernstein, CFP®, recently told Financial Planning, an online and print resource that empowers financial advisors with essential insights, “If clients are going to stay with an advisor instead of doing it themselves or using robo or AI options, firms must provide a deeper level of service and sophistication.” Read the full article here.