Advisors are increasingly adopting specialized programs that offer more flexible scenario analysis and can perform more complex planning for optimization of benefits.
With its new Investor Experience Platform, the startup, which also announced the raise of $2.2 million in capital, hopes to serve as a review hub for advisors.
Jerry Lombard, president of Janney’s Private Client Group, talks about the regional firm’s exponential growth over recent years, and how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors looking beyond the wirehouses but see independence as a bridge too far.
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