The Future of Wealth Management

Powering Independence Podcast
23/02/2022 53 min
The Future of Wealth Management

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Episode Synopsis

Episode 32: The Future of Wealth ManagementGuest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at FidelityThere are many forces driving innovation in wealth management and lots of questions around the future of wealth management. Anand shares his point of view based on his extensive work with some of the top RIA(s) across the country. Listeners should expect to gain some great perspective and best practices coming out of this podcast.

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