Gabriel Garcia is coming onboard as a managing director for the $13 billion Cresset to seek out RIAs and advisory teams who may want to join the multi-family office.
The COVID-19 pandemic and subsequent economic and market uncertainty may have derailed your best-laid breakaway plans—but that doesn’t mean you should abandon your dream of starting an RIA or joining a new one.
The incident became “international news as a racial flashpoint” in which she was misportrayed as a privileged White woman, Amy Cooper said in her lawsuit.
The more value-added services you provide clients, the harder it is for them to replace you. Join this webinar on June 3rd to learn about the opportunity for RIAs to distinguish themselves through this important “high touch” service offering for U/HNW families and individuals.
