Preview Mode Links will not work in preview mode

Global perspectives and local insights from our investment teams. © 2024 Franklin Templeton

Sep 23, 2021

Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine’s Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and having more impactful relationships with their clients.