Announcing Action!
The publication, led by veteran journalist Suleman Din, provides actionable content including downloadable templates, tactical checklists, practical how-to articles and video guides.
- The publication, led by veteran journalist Suleman Din, provides actionable content including downloadable templates, tactical checklists, practical how-to articles and video guides.
- delivers dedicated information for the entire wealth management firm, including Client Success, Operations, Business Management and Administrative professionals.
- features contributions from a cross-section of the financial advisory industry, including practitioners, consultants, M&A advisors, solutions providers and industry observers.
- A career journalist, Din previously served as technology editor for American Banker and Financial Planning before joining financial technology provider AdvisorEngine.