Hear from an advisory icon with four decades dedicated to improving financial advice. Ross Levin founded Accredited Investors Wealth Management in 1985 and has been a thought leader for the independent advisory practice through his actions and his writings. Author of The Wealth Management Index and longtime champion of creating value for clients, hear his take on the opportunities for advisors today – as well as words of caution.
*Testimonial presenter: Amanda Robinson, Vice President, Portfolio Solutions, Fidelity Investments*