Advisors are building portfolios for the wrong clients

T1Covered by 1 source · first reported by American Banker (headlines) at 09 Oct, 12:00 UTC

As trillions flow to women and widowed clients, Uplevyl's Shubi Rao says biased data, rationed advisor face time and outdated fee models cost the industry.

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Sources

• T1Advisors are building portfolios for the wrong clientsAmerican Banker (headlines)09 Oct, 12:00