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Wealth management firm puts clients needs first

Wealth management firm puts clients needs first
azcentral.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from azcentral.com Daily Mail and Mail on Sunday newspapers.

United statesSheilaj cuffari agasiMichelle martinMichaela bakerBilly oliverioMary food bankUnited planners financial servicesHabitat for humanityUnited planners financialPlanners financial servicesGeneral partnerExecutive vice presidentChief revenue officerChief marketing officerChad shindelChief financial officer

LaSalle St Rolls Out Equity Ownership Program to Advisors

The privately owned company sold a “meaningful amount” of equity in the firm to a number of its advisors at the end of January.

United statesJonathan henschenMark conteyAdvisor groupEquity programUnited planners financial servicesHenschen associatesPrivate advisor groupAdvisor alignmentPlanners financial servicesEquity participation

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

/PRNewswire/ cleverDome, Inc.™, (cleverDome) a cybersecurity solution for the wealth management and legal industries that protects confidential consumer.

Brian kobelMike hallettEric clarkeInfrastructure security agencyUnited planners financial servicesUnited plannersOrion advisor solutionsPartner development consultantDome incImpact communications incUnited plannerProduct managerWeak security controlsPractices routinely exploitedInitial accessPlanners financial services

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