Source: abladvisor.com, Date: 11/28/2023 7:00:00 AM, Article:
Michael Jacoby, Senior Managing Director, Phoenix Management Services, a part of J.S. Held and Carmelo Bueti, Senior Vice President of Corporate Development – J.S. Held, meet with Michael Toglia, Publisher of ABL Advisor to discuss the recently announced acquisition of Phoenix Management by J.S. Held, the blending of the two companies, the impact...