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Advisors are focused on generating income for their clients, Wealthsimple raises more money from Power Financial and First Hawaiian Bank teams up with Raymond James
In addition to easing up on luring older, established brokers via signing bonuses, the firm is attempting to enhance in-house training programs to bring in younger talent from outside the industry.
Joshua Pace, president and CEO of TCA, cites his firm’s non-competitive nature, modular technology and one-to-one service model as the top reasons Mark Matson moved his RIA over.