RIA leaders face a new challenge in the AI age: helping advisors grow while protecting the human side of advice.
The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.
You may think you are spread out, but a large part of your account may still rise and fall with the same few names.
Vessel Advisors buys Irvine-based Chief XO, adding elite human capital services to its strategic consulting portfolio. Read the full announcement!
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