Joining as a founding managing partner and global investment strategist, Joelson brings an impressive resume to the nascent, tech-centric advisory platform.
Growing up with a single mom, a disabled sister and a personal struggle with dyslexia, Heather Kelly should have been a statistic. Instead, she has become one of the most successful and inspiring women in financial services.
The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.
The news comes as Avantax faces three lawsuits and "multiple" demand letters from stockholders asking the company for additional financial disclosures.
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
