When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever.  Where does the advice industry go from here? In … <a class="btn btn-default" href="https://wealth-stack.blubrry.net/2021/10/14/1-the-evolution-of-advice-joe-duran-on-the-accelerating-pace-of-change-in-wealth-management/"> Read More Read More</a>

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. Where does the advice industry go from here? In … Read More Read More

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever.&nbsp; Where does the advice industry go from here? In … <a href="https://wealth-stack.blubrry.net/2021/10/14/1-the-evolution-of-advice-joe-duran-on-the-accelerating-pace-of-change-in-wealth-management/" rel="noopener noreferrer"> Read More Read More</a>

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.

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1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

1. The Evolution of Advice: Joe Duran on the Accelerating Pace of Change in Wealth Management

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