Michael Markey, the head of Legacy Financial Network, has submitted signatures to compete for the Republican nomination to unseat Democratic Gov. Gretchen Whitmer, according to the Detroit News. Additionally, an Montana-based advisor is running as an independent to unseat a Republican incumbent in Congress.
Mindy Diamond and Louis Diamond explore 10 of the most common behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players. These are practices that any team at any level can adopt, whether they work as employees at a big brokerage firm, are independent business owners, sole practitioners or part of an ensemble group.
In this webinar update on Mar. 30th, we'll cover market drivers, adoption, and growth projection, what direct indexing solves for and key end client characteristics that make direct indexing a suitable solution.
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