With 33% growth over last year and 200 new advisors coming to the platform in the last quarter alone, it's clear that this is where the heat is.
If you blinked, you missed the end of the COVID recession. Do your clients know? Tim Holland at Brinker Capital Investments was paying attention.
Many claim there are a variety of ways to incorporate ESG considerations into clients’ investment portfolios. But some are more efficient than others.
Integrated CRM will do a lot more than store client contacts and communication records. Workflow automation and the portfolio are there too.