It’s only been two weeks since our last Industry Gossip, but too much has happened since then, we couldn’t help ourselves! Grab a drink and join us as we rank what’s underrated and overrated in wealth management.
· Altruist Clearing
· The unraveling of Vise
· Orion poaches AssetMark rainmaker to pull its pieces together
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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