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In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.
Listen now for:
You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.
Additional resources:
Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
4.7
1010 ratings
In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.
Listen now for:
You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.
Additional resources:
Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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