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...