The Value of Benchmarking for RIAs and Independent Financial Advisors

from Modern Financial Advisor · host Truelytics by Envestnet

Catherine Williams, VP and Head of Practice Management at Dimensional Fund Advisors (DFA) and Tom Orecchio, CEO of Modera Wealth Management join Terry Mullen, CEO of Truelytics for a conversation on the value of benchmarking for RIAs and independent financial advisors. The conversation is moderated by Mike Langford.

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This episode is 1 hour and 5 minutes long.

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This episode was published on April 24, 2020.

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