10 ways to embrace trends radically changing financial advice
Liz Skinner | InvestmentNews, February 2017
Read the article online >Summary: Financial advisers today face changing client needs, technology-driven disruptions, increasing competition and other businesses pressures, but there are ways for them to leverage these transformations, according to Michael Kitces and Alan Moore, co-founders of the XY Planning Network. They presented these suggestions at the TD Ameritrade National LINC 2017 conference in San Diego.
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