This Week on TRB

We did a Town Hall Meeting for all employees coast to coast to kick off the New Year. The staff submitted questions about things like our technology stack, our 2-3 year outlook for the firm, how we’re planning to address the mass affluent segment of the wealth market, whether we’re planning to add more subject matter expertise in areas like elder care, special need childcare and estate planning and how the gr...

source https://thereformedbroker.com/2019/01/12/this-week-on-trb-276/