Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.
In 2020, it became clear that Hightower’s events would have to be retooled. Here’s what I learned in the process about bringing people together while keeping them safely apart.
The professional disruption that COVID has dealt financial advisors has a silver lining for forward-thinkers willing to make the necessary adjustments.
