The bank is moving away from direct wealth management services in order to tap into an unmet need for many independent financial advisors, its CEO said.
The joint project with one of the largest advisory practices in the firm's tax-focused brokerage displays how wealth management firms are backing their OSJs.
The wealth managers respectively recapitalized as the spigots of capital keep expanding in the industry, even amid signs for concern in the larger economy.
/PRNewswire/ Waller Helms Advisors ("WHA"), the specialist investment bank focused on insurance, healthcare, wealth, and financial technology, has agreed to.