After a long career at LPL Financial, Mark is now fully engaged at Vestigo. He is loving the entrepreneurial life, helping start-ups and working with our LP’s.
Who needs a corner office when you have a bull pen of great partners like Dave, Ian and Mike?
The topic of robos often dominates conversations on what is happening in wealth management. They have done a good job of repricing the market but it is clear that the winning model includes human help and understanding. This drives the need for new tools and ideas to shape advisor practices. This is the focus of this issue.
Check out the interview with Andy Putterman on the state of wealth management.
Dave & Mark
