53 min

The Future of Financial Advice: More like Netflix or a Vending Machine‪?‬ The Augmented Advisor

    • Investing

Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

53 min