DOL, fee compression, and the top down push by advisory firms to have their advisors stop managing money and focus more on attracting and retaining clients pushed/pulled my career into Fintech

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Riskalyze is a great company... you chose Fintech well. Not all firms are pushing away from managed money though. It’s an excuse to levelize comp at the BD or RIA level by forcing everyone to use the home built portfolios. Costing clients more was never the intent of the DOL, yet that’s where it’s lead in many cases. 😫

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