Financial advisors were split on the current state of the economy, while a majority held a positive view of the stock market in April, according to WealthManagement.com's Advisor Sentiment Index.
Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.
After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billion with 20 advisors on the team.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
