FL Putnam is one of the fastest-growing RIAs in the nation, and crossed $10B in assets earlier this year after successfully acquiring and integrating a number of businesses and teams over the last 24 months. The firm has evolved into a true wealth platform with a diverse mix of services – one that has the firm positioned for continued strategic growth in 2025 and beyond. Tom Manning sits down with Emigrant's Mark Bruno in this first episode of season 2 of RIA+ to offer an inside look at the drivers of FL Putnam's success.
信息
- 节目
- 频率两周一更
- 发布时间2024年11月18日 UTC 22:00
- 长度29 分钟
- 季2
- 单集1
- 分级儿童适宜