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Mark Copeland, founder of Signature Estate & Investment Advisors, and Ben Prigal, vice president of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs.
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.
Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.