Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – to share their perspectives on key trends unfolding in the wealth management space.
In this episode, you’ll hear:
- Three drivers reshaping the future of advice
- Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment
- How advisors are redefining their value in the 21st century