Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The financial professionals joining Cetera in the aftermath of the deal represent about $50 billion in client assets, with one Cetera exec saying the deal marked the “beginning of a new phase” for the company.
Marc Horner discusses how his leap to independence allowed him to think and act more creatively, connect with clients and prospects on a new level, and ultimately grow his business in ways he could not in the wirehouse world.
The president and COO of Commonwealth Financial Network discusses the strategies and principles that have helped the firm build relationships with advisors.
