Sentences with phrase «breed of financial advisors»
A unique breed of financial advisors is growing in numbers as investors demand access to a broad array of investment and advice options.
https://www.cnbc.com/ Not exact matches
«They are a different breed [of investment],» says Certified Financial Planner Vid Ponnapalli, founder of Holmdel, N.J. - based Unique Financial Advisors.
A few years ago I first heard of a new breed of automated investing services, what those in the financial media like to call robo - advisors.