Three years since selling his independent advisory firm to Goldman Sachs, Joe Duran is helping integrate workplace-based planning firm Ayco with his old United Capital business to create a vertically integrated investment management unit for clients across the wealth spectrum.
Senior Tech Editor Davis Janowski and industry consultant Tim Welsh debate the impact of an influx of alternative investment platforms in the advisor space.
Join on July 20th for a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and growh their businesses, enabling them to create a better client experience.
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