30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations

The complexity of operating a successful financial advice practice continues to grow and significant challenges still exist in operating an effective practice. So, in this episode, we take a 30,000-foot view of financial advisor challenges and dig into the importance of data and regulations in overcoming these challenges. Whether it is growing or defending your practice, we share expert opinions on how to navigate it. In this episode, we are joined by Nick VanDerSchie, Head of Strategy and Execution at Morningstar Wealth, and Brian Costello, our Head of Data Aggregation Strategy and Governance.

Apr 6, 2023