Hints and tips:
...Wealth management typically has a high degree of recurring revenue, with customer “stickiness” that’s similar to a software company, said Daniel Seivert, chief executive of Echelon Partners....
...Seivert, Echelon chief executive....
...“The primary benefit is that your funds are now going to be under the umbrella of a well-balanced investment firm,” says Daniel Seivert, managing partner of 3C Financial Partners, a Los Angeles-based investment...
International Edition