Advisory Firms in 2030: The Innovation Imperative
Most financial planners are too caught up in the now to look ahead to tomorrow ̶ much less five or ten years from now. Advisory Firms in 2030: The Innovation Imperative is a joint initiative with the Financial Planning Association® (FPA®). You’ll gain insight into how our profession is—and isn’t—anticipating evolving client needs. We’ll discuss:
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.
Investing involves risk, including possible loss of principal.
The Financial Planning Association® is not affiliated with SEI or its subsidiaries.