The Gift and the Curse of the Pandemic

Advisors are being faced with monumental decisions on how to stay relevant to their clients today and in the near future, just to keep things together.

Over the last decade there’s been a meaningful shift in the way retail investors consume investment advice.

Technology, Data and easily accessible Analytics have become readily available, for the savvy investor or even those that are somewhat interested in exploring the DIY route, never in history has investing been more accessible.

As EFTs continue to …

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