Straut and Levitt address the issue of financial literacy among RIA clients.
RIAs operate in a dynamic, constantly changing business environment. Whether it’s the wave of merger and acquisition activity reshaping the RIA landscape, the impact of robo-advisors on working with clients or best-practice strategies, Matt Straut, Head of OppenheimerFunds’ RIA Group, delivers timely insights on the latest developments, issues, and trends that impact RIAs, their businesses, and their clients.
If there are any topics you’d like us to discuss, please send them to RIAinfo@oppenheimerfunds.com.
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