Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
Update: 2024-05-07
Description
The evolution of financial advice in a few decades time has been nothing short of revolutionary. The industry's transformation has been driven by technological advancements, regulatory changes and evolving investor preferences. Traditional methods of in-person advice have been expanded to include digital platforms, providing investors with greater accessibility and customization. And we've all observed an evolution in financial planning journeys and an increase in the number of advisors making financial planning core to their value proposition. But we still have to ask, is there room for improvement?
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
