Robert Sofia of Snappy Kraken provides three tips for how advisory firms can build a successful automated marketing strategy
Wellspring Associates offers fee-based estate, tax and legacy planning
Neil Goetzman and Jeffrey Nau set up eponymous business in Alexandria, Va.
The former president had been serving as interim leader since October
The four-person Horizons Financial Group is based in Birmingham, Ala.
Mark Killingsworth and Stephen Vessey set up shop in Beaver Dam, Wisc.
Gerald Dewes had been discharged by the firm for selling away
The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed
