In 2017, advisor Brandon Garrett came down with a bacterial infection that almost claimed his life. And as mortality is top of mind for many, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.
A Borrowing Solution for Turbulent Times For clients seeking liquidity, there’s no need to sell during market volatility. It’s important to know your clients’ choices when it comes to their cash needs even in uncertain times. A Goldman Sachs Private Bank Select® line of credit can help you and your eligible clients by providing them access to liquidity—for both the short- and long-term—without having to cash out of an investment portfolio. Learn about GS Select here.
For many advisors the pandemic will highlight the mismatch between the services they provide and their AUM-based compensation model, according to Aite Group.
The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.
The current crisis has reinforced the importance of trust and transparency across the wealth management industry. Join this webinar to learn how COVID-19 has impacted wealth management firms and how SEC Reg BI is reshaping how advisors and firms engage with their clients.
Joseph Di Biasi and Gregory McElheny are joining from MML Investors Securities, and will take over Life Certain Wealth Strategies to enable its founder, Herb White, to retire.
