The technology to reinvent internships and interaction with firms is there, but it is on the practitioners, firms and academic community to make the possibilities a reality, argues FPA’s 2020 President Martin Seay.
The SEC had previously revoked International Investment Group's registration as an investment advisor, and also obtained a final judgment requiring the firm to pay $35 million in disgorgement and prejudgment interest.
The addition of David Carroll and Jon Springer is the third team to join the firm since Chris Freimuth and his team left BOK Financial Wealth Group to launch it in March.
Share your thoughts on generational differences in wealth management attitudes, behaviors, and advisor recommendations. All qualified respondents will be entered into a drawing for one of four $100 Amazon gift cards.
