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."
Valentina Chtchedrine, the vice president for digital strategy at Morgan Stanley Smith Barney, shares strategies and best practices on using LinkedIn, Facebook and Twitter.