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.

Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award

Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...

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