Description
We look at innovations and megatrends that financial advisors should watch for. We start with the big problems that financial professionals are attempting to solve, then discuss prevalent trends in product and technology that support better client outcomes. This is a practical discussion with an eye on the future, where we seek to arm you with everything you might need to stay ahead. In this episode, we are joined by Evan Rapoport, Founder and CEO of SMArtX, along with Matt Apkarian, Associate Director, Product Development at Cerulli Associates.
Some have called this the weirdest housing market in recent history due to the unusual mix of high interest rates and declining affordability. And yet, we still have record high home prices across the 20 largest housing markets in the country. This month, we're diving into the U.S. housing...
Published 10/29/24
Welcome back to Simple But Not Easy. We hope you had an enjoyable summer and are ready to finish the year on a high note. In today's episode, we're excited to dive deep into the world of investing, market strategies, and the future of wealth management. We'll start by getting to know Philip...
Published 09/30/24