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Introductions, meme stocks, 2021 FinTech conferences
Introducing The Planning Desk podcast and hosts Anthony Stich and Tom Burmeister of NaviPlan by Advicent. How should advisors manage clients during the meme stock frenzy? What FinTech conferences should advisors have their eyes on in 2021?
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By Anthony Stich, Tom Burmeister
5
44 ratings
Introducing The Planning Desk podcast and hosts Anthony Stich and Tom Burmeister of NaviPlan by Advicent. How should advisors manage clients during the meme stock frenzy? What FinTech conferences should advisors have their eyes on in 2021?