Alex Oh, who joins from law firm Paul, Weiss, Rifkind, Wharton & Garrison, replaces Stephanie Avakian, who stepped down from the role in December after a four-year tenure under the Trump administration.
When there is a lot of negativity in the news cycle, it can create opportunities for client acquisition.
Christopher Winn, CEO and lead consultant, AdvisorAssist, tells financial advisors what they need to know.
Tobias Financial Advisors' Marianela Collado tells her story about the importance of a succession plan for financial advisors.