How the Financial Planning Space Is Evolving in Response to Changing Client Needs

David Berdon, Managing Director at Morgan Stanley Private Wealth Management, Michael Tanney, Senior Managing Director at Magnus Financial, Michael Durso, Founding Partner, CEO, & CIO of ShoreHaven Wealth Partners, and George Zaki, Executive Vice President at Janney, join Jill Malandrino on Nasdaq TradeTalks to discuss how the financial planning space is evolving in response to changing client needs, market conditions, and technological innovations.