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In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.
Brian McLaughlin, president of Orion Advisor Technology, discusses how advisors and broker/dealers can more easily comply with SEC regulations around text messaging.
