Download this white paper to gain insights into harnessing integrated technology solutions that streamline back-office operations, deliver personalize insights and attract and retain clients.
All of CI Private Wealth's offices will now operate as Corient, the brand of one of its acquired firms. CI wants to integrate all of its acquisitions into one RIA.
A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Andrea Mac, founder of Prequal, a revenue consultancy for salespeople and female company founders based in suburban Chicago.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
