 These regulations could be the greatest thing to happen to financial planners..”Linda Ding, financial program strategist, Laserfiche |
The Critical Error This Industry Is Making
Diana Britton | WealthManagement.com, September 2016
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Summary: Tim Welsh, president of Nexus Strategy, says the five mega trends impacting the advisory space are: the growth and evolution of the U.S. wealth market, the fiduciary standard, the evolution of digital advice, the aging of human advisors and the movement to independence
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