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EPISODE · May 23, 2023 · 17 MIN

How AA ecosystem can improve reach of investment advice

from Why Not Mint Money · host Mint - HT Smartcast

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published May 23, 2023

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How AA ecosystem can improve reach of investment advice

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