![]() Jonathan Beatty, senior vice president of sales and relationship management at Schwab Advisor Services. |
Summary: The activity makes the independent investment advisory model one of the fastest-growing financial services segments and points to a healthy, sustainable industry, says Jonathan Beatty, senior vice president of sales and relationship management at Schwab Advisor Services.
![]() Jonathan Beatty, senior vice president of sales and relationship management at Schwab Advisor Services. |
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