Brian Shulstad will build relationships with potential recruits across the country, and work with Triad’s existing advisors on branch expansion and strategic acquisitions.
Small businesses and advisors alike are awaiting additional allocations for the loan program while continuing to navigate confusion in the application process.
After managing his own registered investment advisory since 2004, Bedminster, N.J.-based Robert Bacino moved his book of business back to the employee model.
U.S.-based financial planner Hui-chin Chen was in Saint Lucia, where her husband was stationed for work, when the pandemic locked down the country, stranding her abroad. That may seem ideal, but it adds complications as she struggles to stay sane...
