Many brokerage firms are starting to offer hybrid accounts to their clients—which combine advisory with self-directed capabilities. But advisors aren’t afraid of it.
HighMark announced a big shift away from the mutual fund business today, selling many of its funds to Nationwide Financial and New York-based Reich & Tang.
An aspiring theater major, it was a knack for math and a single, early phone call that set Jeanie Wyatt on a course to become one of the top independent financial advisors in the country.
