Game-Changing Advisor Trends, With Cerulli and SMArtX

Update: 2023-05-09

Description

We look at innovations and megatrends that financial advisors should watch for. We start with the big problems that financial professionals are attempting to solve, then discuss prevalent trends in product and technology that support better client outcomes. This is a practical discussion with an eye on the future, where we seek to arm you with everything you might need to stay ahead. In this episode, we are joined by Evan Rapoport, Founder and CEO of SMArtX, along with Matt Apkarian, Associate Director, Product Development at Cerulli Associates.

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Game-Changing Advisor Trends, With Cerulli and SMArtX

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Game-Changing Advisor Trends, With Cerulli and SMArtX

Morningstar

Game-Changing Advisor Trends, With Cerulli and SMArtX