Summary: The conference, "Evolution Now: Adopting and Thriving in a Changing Environment 2015 and Beyond" will highlight new and fast changing developments in public policy, technology and practice management says NAPFA chief executive Geoff Brown. It will be held from October 21 to October 24 in Charlotte, N.C.
 One change we're seeing is advisors outsourcing investment management and focusing on client relationships, which digital services can't offer. The need to interact and connect with a client one-on-one won't change.”Robert Gerstemeier, NAPFA chair anf president, Gerstemeier Financial Group. |
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