Wealth Management Industry Awards: On the Red Carpet with Sheila Cuffari-Agasi

Published on September 23, 2024

Listen as Sheila Cuffari-Agasi, Chief Revenue Officer at United Planners Financial Services, as she discusses how being an employee-owned firm empowers advisors to prioritize client relationships without external pressures.

Continue reading on website
Other news

Wealth Management Industry Awards: On the Red Carpet with Jamie Hopkins

September 23, 2024
Listen as Jamie Hopkins, Chief Wealth Officer and CEO of Bryn Mawr Trust Company, addresses the complexities of estate planning and highlights how his firm’s ‘Wealth as a Service’ solution assists advisors in navigating these challenges effectively.

Opportunity Clues in Trend-Following ETFs

September 23, 2024
Trend-following is an exercise in technical analysis, systematic rules following, and signals reading that’s objective and agnostic.