The MyWealth app is designed to deliver a personalized investment experience to your clients. At the tap of a button, you can control the look and feel of the application as well as the functionality that your investors can access. Your customers also get a 360-degree view of their investments, from fund inflows and outflows,… Continue reading Give Your Financial Advisory Practice an Edge with the MyWealth App
Tag: Give
Lazard’s Financial Advisory Directors Give Advice to Junior Bankers
At our Directors Promotion event in New York City, we asked the newly promoted Directors what advice they would give to junior bankers. Hear what they have to say about building relationships, gaining experience and taking risks.