The Wells Fargo Sports and Entertainment Program will enable advisors to brandish the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, created by the College For Financial Planning.
Collaborations with Salesforce, PureFacts and Pontera will add retirement planning, billing and client onboarding capabilities to the multi-custodial platform announced this week at INSITE.
This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.
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