SPY

596.96

1.03

(0.17%)

DIA

426.38

1.44

(0.34%)

IWM

209.18

0.74

(0.35%)

QQQ

528.03

-0.74

(-0.14%)

GOLD

20.22

0.08

(0.40%)

AAPL

202.91

0.09

(0.04%)

How Advisors Can Prepare for the Imminent $60T in Moving Assets

 

Recorded at the Envestnet Advisors Summit 2022.  Presented by:

Advisorpedia Interviewed John Yackel, the CEO at Trucendent LLC, at the Envestnet Advisor Summit in May, 2022.

Resources: Trucendent LLC

Related: Are Advisors Making a Mistake by Not Being More Holistic?