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Bloodbath

The Compound and Friends

CHAPTER

Navigating the Evolving Financial Landscape

This chapter examines the strategies of successful RIAs and their reliance on referrals and tech-driven solutions to meet modern client needs. It also highlights the integration of various financial services into a single platform, responding to the demands of younger investors seeking convenience. Lastly, the discussion touches on market responses to political events and the impact of platforms like Robinhood on trading practices.

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