Episode 669
How AA ecosystem can improve reach of investment advice
A new ecosystem is taking shape in the financial services industry, that can potentially transform the time-consuming process of designing a financial plan. In today's episode of Why Not Mint Money, we chat with Harsh Roongta, who is principal officer of Fee Only Investment Advisers, on how the Account Aggregator framework can change the way in which financial advice can be offered to investors.
Why Not Mint Money · Mint - HT Smartcast
May 23, 202317m 36s
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Show Notes
A new ecosystem is taking shape in the financial services industry, that can potentially transform the time-consuming process of designing a financial plan. In today's episode of Why Not Mint Money, we chat with Harsh Roongta, who is principal officer of Fee Only Investment Advisers, on how the Account Aggregator framework can change the way in which financial advice can be offered to investors.
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