In an independent broker-dealer landscape where scale and size continue to be the dominant themes, it can be challenging for smaller and mid-sized firms – IBDs with between 100
Over more than 20 years, Meghan McCartan has carved out a distinguished career for herself as a recognized branding, marketing and communications expert for the wealth management space.
From her
The seeds of reinvention for Suzanne Siracuse, former CEO of InvestmentNews, are bearing fruit with the success of her strategic consulting firm, Suzanne Siracuse Consulting and her podcast series, The Big Reveal
