Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Steve Morrow of Gilbert, Ariz., an accountant with a large health care company and founder of kayaking website paddleabout.com.
Carolyn Armitage, former managing director at M&A consultant Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.