While there is much financial advisors cannot control about their professional trajectory at the moment, there are some important points to focus on to stay on track.
There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets.
Creative Planning's Peter Mallouk reveals to Michael Kitces what he plans to do with the outside capital the firm's received from private equity firm General Atlantic.