Katherine Liola CFP®, BFA™, CRPC®, AIF® | Source | Founder/CEO at Concentric Private Wealth
Katherine Liola CFP®, BFA™, CRPC®, AIF®
Founder/CEO at Concentric Private Wealth
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As clients live longer, advisers are going to have to consider financial independence … in a different way.
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What is shaping the advice business of tomorrow? - InvestmentNewsInvestmentNews gathered the profession's up and coming leaders to identify key drivers of change and offer a glimpse into financial advisers' future.
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Concentric Private Wealth
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