Murphy, former CIO at Goldman Sachs Personal Financial Management, will be Kestra’s first chief investment officer and will build a team to bring research, investment strategies to its 2,400 financial advisors.
Watch as Todd Fulks, Sr. Vice President Succession Planning & Business Acquisition, Advisor Group, talks with Wealthmanagement.com about the challenges that financial advisors are facing and talks about the “10 pieces of the puzzle” for a succession plan.
Many firms look to take advantage of new technologies to advance their business—but the digital transformation process is as much about strategy as technology.
