financial planning

My Prediction about the Future Advisor

My Prediction about the Future Advisor

During the late 80s, I worked on Wall Street for Drexel Burnham Lambert.  I remember the investor intermediaries were then called “Stock Brokers” or “Brokers.” The Broker’s value proposition was access to information and the execution of trades.  I remember the Brokers walking over to a wall that had a see-through tubing system that ran

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