In the News
Revealed: The Top Financial Professionals in the US for 2024
InvestmentNews’ Hot List 2024 highlights several influential professionals, including 2024 Board Chair-elect Liz Miller, CFP®. Miller shares that shifting from investments to personalized wealth management has strengthened her client relationships, emphasizing a more holistic approach to wealth planning.
InvestmentNewsLeo Almazora
December 18, 2024