Especially on the Private Wealth Management side of the house? Just want to get some insight on the recent and upcoming changes
A bank
Yes I am .... what info are you looking for ?
Just wondering what's going on with changes in minimum relationship size, combining the legacy PFA and FA channels, expansion of the CAC, etc. Seems like a lot of the advisor force is going to get squeezed out eventually.
It would be other way,more licensed and much more focus on licensed people
Tech Industry
Yesterday
1462
Companies that pay as much as meta
Tech Industry
2d
10210
What happens when most of your team is Indian?
Personal Finance
Yesterday
722
Biden wants to raise capital gains tax to 40%
Ask Blinders
Yesterday
677
Everything seems great with this guy, except basic attraction. What to do? My friends say it’s no big deal
Tech Industry
Yesterday
2630
Do people underestimate E6 role at meta?
What's SunTrust?