Brind.
  1. Advisors are being compelled to integrate technology into their practices to offer clients customized financial management solutions.

Wealth Management features its firm's evolution, with Adrian Duran as head of recruiting, while Mohr is president of Integrated Partners and Paul Saganey is the founder.

1 report, 1 independent Updated Jul 6
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Wealth Management features its firm's evolution, with Adrian Duran as head of recruiting, while Mohr is president of Integrated Partners and Paul Saganey is the founder.

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