In this interview, Michelle discusses her decision to leave the wirehouse world 6 years ago (she was a “breakaway broker” long before the term was even coined), her partnership with her mother, and her vision for Source Financial...
REP. magazine reached out to its readers—professionals with similar requirements, working conditions, and compliance considerations—to identify 10 indispensible mobile applications that really do deliver the goods...
A New Jersey advisor thought he had the perfect match for a junior partner, until she got cold feet about moving into the client spotlight. Our panel of experts helps them reconcile opposing goals.
The most least expected nuggets may be the most valuable
