Listen "What's in a name?"
Episode Synopsis
Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.
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ZARZA We are Zarza, the prestigious firm behind major projects in information technology.