I left a job I enjoyed, working with people I loved, because I clearly see what this business is supposed to look like in the next 20 years. I founded Directional Advisors to help build that future.
Read my vision here:
https://blogs.cfainstitute.org/investor/2021/05/13/wealth-management-in-the-algocen-era-a-speculative-future/
Read my vision here:
https://blogs.cfainstitute.org/investor/2021/05/13/wealth-management-in-the-algocen-era-a-speculative-future/