ARLINGTON, Va. — The four walls of an adviser's office is becoming irrelevant. Millennials, in many cases, are being used as a testing ground for technology aimed at enabling a new set of opportunities for both clients and employees.
One adviser who is part of this new frontier is Bethany Griffith, a millennial adviser at Abacus Planning Group in Columbia, South Carolina. She now lives in Germany with her husband, who is currently serving in the United States Army, yet she still manages to work full time for the firm, she said at NAPFA’s Fall Conference.
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