Silvia Tergas’ journey into financial planning was not easy. But her father, who escaped from Cuba during the Cuban Revolution, and the lessons he taught her paved the way.
Blackrock is changing the underlying indexes of the increasingly popular municipal bond ETFs with potential exposure to higher quality bonds and a broader selection of issuers.
Sarah LeBlanc, vice president of marketing at LPL Financial, speaks about the most effective advisor marketing strategies and ways you can increase your growth while still reaching the most influential people.
Join us on July 27th for this panel of industry experts who will share the latest WealthManagement.com survey on how firm leaders are rethinking the role that digital technology will play in returning to a new normal.
