The smart financial advisor : how financial advisors can thrive by embracing fintech and goals-based investing
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 requi...
| Main Author: | |
|---|---|
| Format: | EBOOK |
| Language: | ENGLISH |
| Published: |
Harriman House
2017
|
| Subjects: |