These regulations could be the greatest thing to happen to financial planners..”
Linda Ding, financial program strategist, Laserfiche |
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
These regulations could be the greatest thing to happen to financial planners..”
Linda Ding, financial program strategist, Laserfiche |
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