With the rise of remote meetings, social media and online communities, do professionally managed industry associations like FPA and NAPFA have a future? The numbers are mixed.
Associated Financial Consultants & Investor Services has recruited former Investacorp CEO and CCO Patrick Farrell and Marcus Arneaud, respectively, as financial advisors, after their b/d was folded into Securities America.
With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.
Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.
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