Advisors and clients alike being able to simultaneously adjust planning and portfolio scenarios in real time is a "game changer," according to Aite Group's Dennis Gallant.
Beyond an attempt to reverse Reg BI, the industry could also see a number of securities regulation reforms if Joe Biden wins the presidential election.
We basically experienced four years of market action over the last four months, and a lot of investors are struggling with the divergence between a failing economy and rising financial markets.
