The New Orleans-based broker-dealer and RIA will come onboard as an office of supervisory jurisdiction and retain its brand when joining with the Dallas-based Prospera.
Learn how the energy infrastructure space has evolved in recent years—and why income investors should be reconsidering the space in a low yield environment.
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
Richard Saperstein discusses his decision to affiliate with Hightower Advisors and shares more about Treasury Partners’ unique business model and the secret to the firm’s success.
Join us for this webinar on Thursday, Dec. 16th as we cover how advisors are using direct indexing to fuel growth, and how direct indexing can decrease product costs while helping to increase after-tax value for clients.
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