The Smart Financial Advisor: How financial advisors can thrive by embracing fintech and goals-based investing

Financial advisors stand at a crossroads. One path is grounded in traditional investing. Advisors who remain on this route face numerous hazards that impair their clients’ long-term wealth and endanger advisory viability. The other path requires practitioners to adapt by embracing technology and goals-based solutions.

Choosing the right road is vital for sustaining and growing advisory businesses in the years ahead.

Industry veteran and fina...