Episode 33
The Value of Benchmarking for RIAs and Independent Financial Advisors
Modern Financial Advisor · Truelytics by Envestnet
April 24, 20201h 5m
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Show Notes
Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors.
The conversation is moderated by Mike Langford.