Live From Pershing INSITE 2015: XY Planning's Alan Moore on Next Gen Advisors, Clients | WealthManagement

alan-moore caught up with Alan Moore, co-founder of the XY Planning Network, at the 2015 Pershing INSITE conference in Orlando. Alan outlines the challenges and successes that younger advisors are facing as they build their businesses, as well as the competitive threat posed by the so-called “robo-advisors.”


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