Experiences, Expectations and Efficiency: Helping Financial Advisors in the 2020s

Experiences, Expectations, and Efficiency: Helping Financial Advisors in the 2020s

February 24, 2020

Mike O’Brien, Programs Marketing Director, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to discuss the changing value of Financial Advisors over the next decade and how technology has helped the further adoption of model portfolios due to the rising demand...

You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.

Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.