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Dave Welling on What Financial Services Should Look Like

1 tim 15 min•31 december 2020

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Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.

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Dave Welling on What Financial Services Should Look Like

Om avsnittet

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