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Joseph Di Biasi and Gregory McElheny are joining from MML Investors Securities, and will take over Life Certain Wealth Strategies to enable its founder, Herb White, to retire.
For many advisors, the pandemic will highlight the mismatch between the services they provide and their AUM-based compensation model, according to Aite Group.
In 2017, advisor Brandon Garrett came down with a bacterial infection that almost claimed his life. And as mortality is top of mind for many, it may help to hear from someone who has faced death, head-on, and lived to tell the tale.