Direct investments are increasingly appealing to high-net-worth individuals looking to eliminate management fees and more closely align investments with their values.
Chris Flint announced his candidacy several weeks ago, saying he was running to ensure there would be more representation from firms directly offering clients financial advice.
The managerial shifts are one piece of a push to heighten the digital experience for advisors and clients interested in the company's retirement options.
Your online presence has never been more important than it is today. Learn how to make digital marketing work for you to strengthen your connection with prospects and clients.
Join us for “How Tech is Powering Client Relationships”, August 27, 2019 | 4:15 pm ET.