Goals-based Investing: The wealth management industry has changed quite a bit over the last couple of decades and will likely change considerably in the decade to come. In his new book, Goals-based Investing, author Tony Davidow makes 10 predictions about the wealth management industry in decade ahead. Watch this video to learn more about Goals-Based Investing: A Visionary Framework for Wealth Management. Watch more Tony Davidow and other financial advisor videos from finStream’s Financial Advisor Center at this link: https://www.finstream.tv/videos/financial-advisor-center/
Featuring: Tony Davidow