Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.
Cetera picks Michael Zuna after a yearlong search. “I think he can really help us move the needle here, ” Cetera President Adam Antoniades says.
The firm continues its pivot away from its AIG past, appointing Derek Burke as its new president and CEO.