Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its "sophisticated wealth management solutions."
Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape.
Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation.
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