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3min chapter
Francy Taylor & Toby Potter
Shape of advice
Intro
This chapter examines the substantial growth of managed accounts in financial advice, showcasing a leap from 16% to 56% usage among advisors. It delves into the technological advancements, equity considerations, and the pressures on licensees, all influencing this trend.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode