How to build a market niche into a sizable wealth management business

Gary Schwartz, CEO and president of Madison Planning Group, sits down with InvestmentNews anchor Gregg Greenberg to explain how he built his sizable advisory business by helping civil service employees.
  • Aug 05, 2026

Gary Schwartz, CEO and president of Madison Planning Group, sits down with InvestmentNews anchor Gregg Greenberg to explain how he built his sizable advisory business by helping civil service employees.

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