After months of being recruited, I finally accepted an offer I couldn’t say no to.
In a few weeks I will be joining a national wealth management company (RIA) as their senior in-house estate planning attorney.
I share this only to say that, to the extent I am able, I hope to use my new “insider’s” point of view to share perspective when possible on topics related to advisors and/or RIAs.
In a few weeks I will be joining a national wealth management company (RIA) as their senior in-house estate planning attorney.
I share this only to say that, to the extent I am able, I hope to use my new “insider’s” point of view to share perspective when possible on topics related to advisors and/or RIAs.
Statistics: Posted by FromAto401k — Sat May 25, 2024 10:58 am — Replies 4 — Views 972