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Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing | Bill Martin
Improving client outcomes with goals-based investingFinancial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients' long-term (…more)
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