role of the client
Financial Planning Foundations for the Digital Age: A Contrarian Guide for Tech‑Savvy Retirees
Answer: To future-proof retirement you must flip the script, put the client first, and weaponize data-driven budgeting apps that automate savings while demanding full transparency from advisors. In 2026, two-thirds of Gen Z college students said they want more financial education, underscoring a growing demand for transparent, data-driven tools. This