BOSTON – Advisors spent inordinate amounts of time studying financial topics, trends and products so they can make suitable recommendations to their clients for the long term. But are they sufficiently aware of the “future factors” that could have an even bigger effect on their clients’ lives?

Trend researcher Kim Lear of Inlay Insights tried to get advisors at the annual Schwab Impact conference to consider topics beyond expense ratios, AUM fees and asset allocation in illustrating broad societal changes that are slowly changing the way people work, live and spend money.

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