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.
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.