Private Equity
A year of extraordinary success has put advisors and independent business owners in the driver’s seat. : Despite the mark that COVID-19 continues to leave on the economy and the world over, there’s good news to report as we make our way out of 2021: Advisors crushed it. A year of extraordinary success—in how advisors increased revenue, creatively served clients and managed their business lives—set forth another evolutionary shift in the wealth management industry that rose out of 2020 and laid a solid foundation for 2021.

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