Ric Edelman Thinks the Future is Coming Faster than you Think

Apr 25, 2017 | Interesting Articles, Women's Initiative

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.

Embracing Diversity In The Industry

Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...

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