FREEDOM AND GROWTH CHRONICLES

A Qii Blog  

As promised, I’m sharing my summary of the meaty content from “The Future of Wealth Management: Short-term Noise, Long-term Planning,” a recent event in Scottsdale co-hosted by FP Transitions and Bloomberg.  The keynote speaker was Brad Bueermann, CEO of FP Transitions, a firm whose credibility on the subject rates highly given they value 1000 advisory fi...

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