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No Jacket Required: Inside the World of New School Wealth Management
No Jacket Required: Inside the World of New School Wealth Management
19 Sep 2019, 09:05 PM IST
One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today.
On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father's stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing.
To contact the editor responsible for this story: Magnus Henriksson at mhenriksso10@bloomberg.net
©2019 Bloomberg L.P.
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