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Note: This article is courtesy of Iris.xyz
Written by: Kyle Hiatt | Orion Advisor Services
Whenever an industry starts to transition, it can be difficult to describe the changes occurring or to create a lexicon of easily understood terms. The advisory industry has reached a maturation and evolution point where the “nextgen” advisor is beginning to receive widespread attention.
Unfortunately, there doesn’t seem to be as widespread an understanding of just what makes an advisory firm “nextgen” and, as a result, confusion can be found throughout the industry.