by Patrick M. Kelly | Sep 2, 2011 | Clients
San Diego based wealth management firm, HohyleCohen, affiliate of Focus Financial Partners, has launched a separate practice group staffed by women and targeted at women — specifically high-net-worth women over 45 who own their own businesses, are going through...
by Patrick M. Kelly | Aug 23, 2011 | Financial Services Industry, Training Programs
Acquisitions and Financial Advisor movement is generally associated with a broker-dealer growth, but RBC Wealth Management claims they are doing it by keeping their customers satisfied. A customer satisfaction survey by J.D. Power and Associates ranked RBC first in...
