See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Self-described “homegrown Merrill” advisors Chad Goodchild and Jacob Schlicht share the drivers behind their choice to leave Merrill to launch independent firm Kickstand Wealth Advisors.
FiComm Partners' Candice Carlton, and Hightower's Doug Besso, discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.
