Financial advice is transforming into a highly digital industry. Advisers need to know what new tools and trends will give their practice a competitive advantage over other planners and even robo advisers.
- Advisers will understand what are the major trends shaping digital wealth management right now.
- Advisers will learn about what essential digital tools they should have for their practice.
- Advisers will gain insight into how to digitally enhance their practice to be competitive.
Managing Editor, Financial Planning
Senior Product Manager iRebal
Project Manager Corporate Insight
Alan Moore, MS, CFP®
Co-Founder XY Planning Network