While they can’t predict the future, financial advisors are placing their bets on active investments, quantum computing, and more.
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The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.
The SEC charged the asset manager with misleading clients over changes to its retirement funds, leading to higher tax bills for investors.
Adoption of the cryptocurrency has outpaced other transformative technologies like the internet and mobile phones.
The chief growth officer is at the forefront of preparing RIAs to grow their businesses and train advisors for the future.