Sigma Financial's Jennifer Bacarella discusses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.
CEO Thomas Gottstein said having asset management as a sub-division of the much larger business catering to wealth and high net-worth individuals is “something that I always had some doubts about.”
In this webinar on March 23, you'll learn the key trends & insights in the wealth management industry, how technology needs and expectations are changing how you can take advantage of this, key considerations to be aware of, and much more.
