Terri Kallsen joined Joe Duran’s new venture after previous stints at Wealth Enhancement Group and Schwab. She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.
Bill Capuzzi, CEO of Apex Fintech Solutions, invites you to unlock the power of AI by revolutionizing your advisory practice with the right technology stack.
Open, honest and candid discussion about broker/dealer satisfaction among advisors, mutual fund and ETF prices, fallout from the Chevron decision, the future of IRA rollovers and more.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
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.
