Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.
The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.
Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.
The $4 billion AUM firm now has 11 offices across the nation.