The future’s looking bright for advice-only advisors

27 January 2015
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Wealth Professional, Will Ashworth

This past Friday WP had the pleasure of speaking with David Stewart, a partner in Toronto-based advice only firm Stewart & Kett. In the financial planning business since 1986, Stewart’s partnered with Cynthia Kett for the last 20 years. He’s a great example of the talent that exists in the rather obscure advice-only arena.

There’s a limited number of people in this business because it’s easier to make money on the advisor side selling product. “But there’s always going to be a market for it,” says Stewart. “There will always be people that value objectivity… There are those that aren’t willing to spend money for fees and there are those that are.”

But will advice-only planning grow?

Read the full article



About Stewart & Kett


Stewart & Kett Financial Advisors Inc.
We are based in Toronto, Ontario, Canada
We are moving and will post our new address as soon as possible