Periodical
Forbes: AMERICA’S TOP NEXT-GEN WEALTH ADVISORS.
| Title: | Forbes: AMERICA’S TOP NEXT-GEN WEALTH ADVISORS. |
|---|---|
| Authors: | KLEBNIKOV, SERGEI |
| Source: | Forbes. Aug/Sep2023, Vol. 206 Issue 4, p61-64. 3p. 3 Color Photographs. |
| Abstract: | A list of the top 100 next-generation financial advisor practitioners, born in 1984 or later, in the wealth management industry including Xi Qiao of UBS Wealth Management, Matthew Gallo of Merrill Lynch Wealth Management, and Scott McEwan of Moran Stanley Wealth Management. |
| Subject Terms: | *Financial planners, *Investment advisors, *Wealth management services |
| ISSN: | 00156914 |
| Database: | Business Source Complete |
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