Ric Edelman Thinks the Future is Coming Faster than you Think

Apr 25, 2017Interesting Articles, Women In Wealth Management

Below is an excerpt from a WealthManagement.com article.  This article discusses the tremendous impact that technology is already having, and will increasingly continue to have, on the wealth management industry.

“[We find that] most of the advice advisors have been giving clients is antiquated, obsolete and invalid for the lives their clients are actually going to live in the next 20 years,” Edelman said.

Read the full article here.

Millennials and Gen Z are a growing force in investing. The market needs to catch up

Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering.  But this year it seemed many of the “movers...

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