New digital securities-based lending program is "a game changer" for clients who need liquidity, one advisor said. Expect more banking services for wealthier clients to follow, according to Schwab executives.
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.
FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.
