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Listen "Rossby Financial, Advisor Relevance, Wells Fargo, & Oneday"
Episode Synopsis
Financial services news from the week of July 4, 2025 included:Rossby Financial Creates Unified Advisor Experience Via MilemarkerJordan Haines, CFP, Launches Advisor RelevanceNew Wells Fargo Study Shows Parents Give Their Kids an Average Weekly Allowance of $37Nacha Supports Executive Order to Eliminate Federal Check Payments, Citing Cost Savings and Fraud ReductionThe Future of Life Insurance is Here: Oneday’s Agent-First Platform and Products Hit the Canadian Market
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