The Future of Financial Planning

Episode 171 of the Investopedia Express with Caleb Silver (Jan 22, 2024)
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Alice Morgan / Investopedia

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, CEO of Creative Planning, joins The Express to help us see the future of financial planning and wealth management as firms like his continue to consolidate the industry. Plus, the S&P 500 finally made it back to new highs after a two year battle with inflation and rising rates. While some investors may feel vertigo, history suggests the good times may keep on rolling.

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