George Tamer, managing director of the sales team at TD Ameritrade Institutional, and Dan Cronin, who led sales for Schwab Advisor Services, were among the latest to lose their jobs this week as Schwab continues to integrate its former rival.
Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become a top RIA and how it fostered long-term, sustainable growth.
Join us on July 27th for this panel of industry experts who will share the latest WealthManagement.com survey on how firm leaders are rethinking the role that digital technology will play in returning to a new normal.
