The division will begin hosting online seminars on financial investment education and wealth literacy, and will bolster partnerships with Historically Black Colleges and Universities (HBCUs).
Does an advisor’s primary value proposition involve constructing and managing bespoke portfolios – or is it about financial planning and behavioral coaching? Get the best of both worlds. Read our latest whitepaper to understand how the right technology can help you offer your Advisors the ability to do more for their clients without sacrificing personalization and scale.
