In the News

Title

Young advisors want this benefit, but are RIAs ready to offer it?

Document Type

Article

Publication Date

8-7-2018

Abstract

Three days after giving birth in 2011, advisor Nina O’Neal left the hospital, dropped off her newborn son with family at home and returned to work.

An independent advisor who had launched her practice 18 months earlier, she had clients who needed tending and referrals to follow up on.

Share

COinS