Episode 32: The Future of Wealth Management

Guest Speaker: Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity

There are many forces driving innovation in wealth management and lots of questions around the future of wealth management. Anand shares his point of view based on his extensive work with some of the top RIA(s) across the country. Listeners should expect to gain some great perspective and best practices coming out of this podcast.