Videos
CAIA CEO Bill Kelly talks with Tony Davidow, President and Founder of T. Davidow Consulting LLC, about his new book, “Goals-Based Investing.” In their wide-ranging conversation, they touched on themes and changes Davidow sees in the wealth management advice space going forward, as well as current and future market conditions. As Davidow told Kelly, “I’d argue the next 10 years are going to be dramatically different than the last 10 years.”
