Adviser links: explaining alts
Podcasts Brendan Frasier talks with Jordan Hutchison of Shaping Wealth about finding flow with clients. (wiredplanning.com) Michael Kitces talks with Ali Swart who is a Partner and the Managing Director for Waldron Private Wealth about the business of a multi-family office. (kitces.com) Rick Ferri…
#brendanfrasier #jordanhutchison #michaelkitces #aliswart #rickferri #tda #charlesschwab #schw #goldmansachs #ria