The former CEO of KMS Financial will lead a new team at Advisor Group dedicated to creating a 'feedback mechanism' to better support advisors, tailored to their specific business model.
Sigma Financial's Jennifer Bacarella discusses how the firm is leading the industry by helping to cultivate and develop the next generation of advisors.
The firm made seven RIA acquisitions in the last month of 2020 with a total of almost $3.9 billion in assets under management and more than 3,200 new clients.