Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
This webinar on Thurs. April 28th will cover how to talk to clients about direct indexing vs. custom indexing, how customized portfolios create greater tax optimization for clients, and more.
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