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The New Wealth Management Stack Coming for Wall Street
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The New Wealth Management Stack Coming for Wall Street
The path used to be predictable for successful financial advisors building a practice inside a bank or wirehouse. A successful financial advisor built a practice inside a bank or wirehouse. The institution provided the office, technology, compliance oversight and brand name. In exchange, the advisor operated within the firm’s framework. Meet the new kid on the block. Genesis Wealth, a fast-growing wealth management platform affiliated with LPL F…
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