WealthManagement Edge

It’s easy to obsess over expanding your practice but don’t let that stop you from taking the simple legal steps necessary to protect all your hard work.

Significant demographic shifts amongst those who hold wealth in the US illuminate an opportunity for financial firms to position themselves ahead of the curve.

The former Key Client Group has 10 financial professionals across the country and establishes footholds for Summit Trail in Portland, Ore. and Denver.

The funding will be put toward research and development, hiring and enhancements to data quality.

The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.

Independence affords advisors the flexibility to break out on their own and still work with a broker/dealer on commissionable business.