Technology and Advisory Fees
A significant shift is occurring in wealth management as clients increasingly prefer digital experiences, regardless of age. The introduction of fulcrum fees presents an intriguing concept for aligning incentives between managers and investors, although implementing this in public vehicles like ETFs poses challenges. As technology continues to evolve, the importance of adapting to these changes becomes paramount for advisors.In this clip
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Masters in Business
Jeremy Schwartz Discusses Investment After the Financial Crisis
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