In the premiere episode, Liz and Audrey Rose sit down with Laurie Kamhi and Brooke Levey of LCK Wealth Management, a HighTower Advisors’ office in New York. Ms. Levey describes how Ms. Kamhi helped her grow from a client service administrative associate into a certified financial planner professional managing the next generation of rising professional clients, and Ms. Kamhi explains what the business was like 25 years ago and the importance of having an intergenerational advice team.
Check out the first episode of this podcast series here. Choose your favorite way to listen and subscribe: On your computer, Apple Podcasts, Spotify, Google Play or Stitcher.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
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How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
