In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer technology and mobile applications.
The only thing that matters for a lot of these aggregators is their bottom line and the financial arbitrage that is being catalyzed by M&A, writes Patrick Brewer of WealthSource Partners.
Join on Wednesday, Nov. 17th as expert presenters discuss key stock ratios connecting Fed monetary environments and drivers of equity returns, and analyze the active yet rules-based Invest with the Fed index methodology.
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