Envestnet's Dana D'Auria on the top issues advisors are facing

Financial Planning
03/08/2022 26 min
Envestnet's Dana D'Auria on the top issues advisors are facing

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Episode Synopsis

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

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