Howes has joined Farther as its senior director of advisor marketing. She spent the past 10 years at Massachusetts-based Commonwealth, most recently as vice president of advisor marketing since 2021.
A California-based firm has added $120 million to the more than $5 billion in clients assets managed by tech-centric wealth management firm Farther. WMBC was co-founded 22 years ago by wealth advisor ...
CHICAGO--(BUSINESS WIRE)--Farther, the nation’s leading technology-centric wealth management firm, has partnered with YCharts, a cloud-based investment research and client communications SaaS platform ...
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