Quad-A Chair Alex David discusses industry collaboration and careers November 22, 2024 https://www.financial-planning.com/news/quad-a-appoints-alex-david-chair Read More
African American Advisor Association Taps Raymond James Exec as Chairman November 22, 2024 https://www.barrons.com/advisor/articles/association-of-african-american-financial-advisors-chairman-alex-david-cb0f5309 Read More
December 3rd AAAA Webinar: Year-End Planning Strategies with PIMCO November 14, 2024 Description: Clients expect financial professionals to proactively help them organize their financial affairs and deliver experiential alpha. This session provides strategies for tax planning, charitable Read More