7 Best Practices of Successful NextGen Advisors
This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention. The panel included representatives from a wide range of distribution channels, including a wirehouse, insurance broker-dealer and an online advisor. Moderator: David Berkowitz, President, Lincoln Financial Network Panel: Eli Broverman, Co-Founder & COO, Betterment, LLC James J. Detterick, Managing […]
