Connectus, Focus's shared services RIA, will provide several business development functions, including marketing, digital onboarding, family office and back-office services.
Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.
The lawsuit, filed in federal court in Massachusetts, accuses Keith Gill of misrepresenting himself as an amateur investor and profiting by artificially inflating the price of the stock.
Join on Feb. 25th at 4pm ET / 1pm PT for a webinar that will cover an understanding of exactly “What is ESG?” What do the various ratings and rankings mean? What does it mean to you as a fiduciary and what does it mean to the client? Learn the strategies and tactics necessary to find investments that are truly ESG aligned vs. marketing spin.
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