Fin. Services Industry Trends


In this episode, Mark focuses on several secular and cyclical trends (fee-based advisers, robo planning etc...)  that are occurring in the financial services industry. Mark also addresses how the U.S. Department of Labor (DoL) will impact you as an investor and how it can affect your ability to invest and plan for success. He also touches upon some rules to being a successful advisor and reviews some important keys to being a successful investor. 

October 13, 2016