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FINTECH · TECHNOLOGY · WEALTHTECH · FINANCIAL PLANNING
The Shift to Holistic Independent Advisory Models
CEO of Ritholtz Wealth Management, Josh Brown, discusses the inaugural launch of his new conference Wealth/Stack, and how the industry has experienced a decade of disruption, thanks to technology, since the 2008 financial crisis.
FINTECH · TECHNOLOGY · WEALTHTECH · FINANCIAL PLANNING
The Shift to Holistic Independent Advisory Models
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