'That first night was just agony and screaming, because the body was under attack. But a virus is not going to take me down,' said Kashif Ahmed, a Boston-based financial advisor who contracted COVID-19.
The deal adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.
Look out Vanguard PAS! Market volatility will likely help hybrid models and the full-service wealth management segment, according to Aite Group.
The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.
XY Planning ended its relationship with MessageWatcher and created its own compliance archiving software.
Advisor Mike Ashworth used LPL’s Strategic Wealth Services, a premium independent affiliation model, to launch Ashworth Financial Group.
