Alex Murguia, managing principal of McLean Asset Management and CEO and founder of inStream Solutions, believes advisors should be aware of major changes underway in the planning profession—and should take proactive steps to safeguard their practices. Financial Planning talked to Murguia about his views on the outlook for RIA businesses.
Q: Why do you believe financial planning is at a disruptive crossroads, and what should advisors be doing about it?
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