Aite Group, the Boston-based research firm, has continued its recent spate of hiring, adding Sophie Schmitt as a senior analyst in its wealth management group.
Schmitt, who comes from Bank of America’s global wealth and investment management units, recently published “The Practice of Financial Planning: An Advisor’s Segmentation.” In the report, she examined a sampling of the investment advisory profession and sorts financial advisors into five major categories, based on how extensively they incorporate financial planning in their practices.
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