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linkedin.com
Here’s what the evolving role of financial advisor now entails | InvestmentNews
#InTheNasdaq: Jeff Levi, principal with the Casey Quirk practice at Deloitte Consulting highlight the attributes of winning advisors according to the firm’s recent wealth report, as well as discuss the growing advisor and client demand for non-traditional assets like alternatives and crypto. https://hubs.la/Q04f8tH80
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