The Healthy Advisor: What Makes Advisors Happy With Michael Kitces
Kitces discusses the 2023 Advisor Wellbeing Study and the factors contributing to advisors’ happiness.
Source: wealthmanagement.com
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Alan Moore: What Millennial Investors Want
The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.
Source: morningstar.com