Partner, Stephen Lowry, and Creative Director/Executive Officer, Kerri Wallace, recently spoke to XY Adviser (a financial adviser peer-to-peer platform) on how they created a solution for the next generation of investors with their OpenWealth platform, AP Direct Invest.
Read the full article here: How One Advice Firm has Navigated the Changing Advice Space to Create a Solution for the Next Generation of Clients – XY Adviser
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