The Future of Financial Planning: Where the Past and Present Meet

Financial planning continues to evolve, according to one Pennsylvania money man, and it’s not just about having a sexy portfolio anymore.

UnderwoodBetween financial planning software and humankind’s behaviors toward money and the family dynamic, the industry has changed for the better, according to Mark Fried, president of TFG Wealth Management in Newtown, Pennsylvania, and author of Road Rules for Retirement: Set Your Destination, Enjoy the Journey.
In an interview with Pennsylvania Business Central, the certified financial planner, who has been advising clients for 25 years, discussed differences in the industry’s past and prese...

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