How Have Broker-Dealer Practices Evolved, and What’s Coming Next?
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How much influence does technology have on finances today versus 30 years ago? In this episode of Big Picture in Practice, our hosts, Ben and Julie, sit down with Rob Pettman of LPL Financial to explore technology’s past, present, and future impact on the evolution of advisory services. Over the years, there has been a substantial reallocation of budgets from traditional brokerage to advisory services. This shift has led to financial professionals evolving their services to meet the complex needs and expectations of investors.
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