“United Capital was an entrepreneurial firm, based on doing great things and having freedom and being able to function with autonomy. And then you go to a firm where you are completely locked down,” said one former Goldman Sachs advisor.
Join us on Friday, September 15th, as we unlock the secrets of the transformed fixed income landscape in 2023, revealing unparalleled yield opportunities and strategies to fine-tune portfolios, all presented by our expert panel in an engaging and interactive webinar.
In other RIA news, Wealthspire expanded into Denver, Hightower supported the acquisition of Trellis Advisors by partner firm Highland Private Wealth, and Apollon, Kestra PWS and Steward onboarded new advisors.
Now in its fourth year, the virtual advisor technology conference AdviceTech.Live is run by Asset-Map, features 10-minute presentations from 20 companies and will be free to attend for the first time.
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