Summary: From the perspective of the end-client, the process of procuring financial products, from whole life insurance to liquid alts, is changing and the industry should be proactively changing with it. Investors as well as advisors should benefit.
 There is still plenty of opportunity. Think about the mass affluent who are paying the most and can least afford it. Until someone breaks through and creates a model that demonstrates value for the client, with complete transparency, we will continue to muddle along with the current anachronistic model."Matt Lynch, Managing Partner of Strategy & Resources, LLC. |
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