As if Zoom weren't enough, the broker/dealer is working on an augmented reality application that will allow advisors and clients to 'meet' in a virtual room.
This presentation is designed to help financial professionals develop retirement income strategies that retirees will understand and embrace. Attend on June 16th at 2pm ET / 11am PT.
The firm is also working toward a hybrid work environment for its branch offices, to facilitate both human and mobile interactions, said CEO Paul Reilly.
Edward E. Matthes pleaded guilty to wire fraud charges last year; his 27 victims included many elderly investors as well as his parents, according to the Justice Department.
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