Mercer CEO Dave Welling says the new brokerage will help it better serve prospective clients and M&A prospects with long-standing commission-based assets at outside broker/dealers.
Keith Glenfield will take over Hans’ previous position as head of the firm’s Northeast Division, while Nancy Fahmy will oversee Glenfield’s Investment Solutions division while also continuing her role heading Alternative Investments.
Are your clients seeking tax-advantaged retirement solutions? There’s one that many advisors often overlook — and which can deliver the higher retirement income many clients prefer.
The chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life.
Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow.
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