The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, president of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond.
The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.
Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary.
The sector continues to be viewed favorably in the marketplace. But potential returns are lower, leading to a reassessment by debt and equity investors.
Join this webinar on Jan. 31st for a discussion on the evolution of sustainable investing and how the ever changing social, environmental and political landscapes shape these strategies.
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