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."
Pat O’Connell, EVP of Ameriprise Advisor Group, says the firm’s goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.