How financial advisors can thrive by embracing fintech and goals-based investing
by
Bill Martin CFA
Language: English
Release Date: October 25, 2017
Improving client outcomes with goals-based investing Financial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients’ long-term wealth and endanger advisory viability. The other path requires...