Wealth managers are stuffing their menus with more offerings than a Cheesecake Factory, but clients aren’t biting. While advisory firms continue working to become one-stop shops, clients know what they like and are sticking to it, according to a recent Cerulli report. Advisors reported offering six out of the 11 major planning services — such as estate planning, tax preparation, insurance, elder care planning and more — but clients use fewer than three of these services, on average. The gap stems from the ...