WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.
Kevin Reed, head of wealth management for Janney Montgomery Scott, explains how the firm is shifting its focus to meet the needs of a "new breed of FA."
Adri Miller-Heckman is a leading authority on women in the financial services industry. Adri is a highly passionate and motivational coach and speaker who’s edgy style and “out of the box” approach challenges women to step out of their comfort zone and fully engage their strengths as women. In her book Keys to the Ladies Room Adri provides a new business model based on a more purposeful process that accelerates business growth.