Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”
Explore the dynamic landscape of wealth management mergers and acquisitions, uncovering growth opportunities and enhanced competitiveness in a volatile market.
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.
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