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Edmond Walters: Advisers need interactive client presentations

Advisers need to move away from static reports, according to the founder of Apprise Labs, at the InvestmentNews Future of Advice roundtable.

More: Future of Advice 2019

Carolyn McClanahan: Aging clients need to be pushed to decide crucial financial moves

Carolyn McClanahan: Aging clients need to be pushed to decide crucial financial moves

Tricia Rothschild: Digitization will require clients to be comfortable sharing data

Tricia Rothschild: Digitization will require clients to be comfortable sharing data

Mark Casady: Advisers need to delight clients and charge them less

Mark Casady: Advisers need to delight clients and charge them less

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