Sep 20, 2021
In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor.
Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice
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