What’s it like to be the next generation of wealth advisors at 6 Meridian? And how does a wealth advisory firm position itself for the long-term? Registered Associate, Markus Phox, describes what attracted him to 6 Meridian and why he envisions a long-term career at the company as CEO Margaret Dechant, explains our strategy to serve our clients for generations to come in Financial Advisor Magazine.
Company Updates Client Relationship Summary Form Updated June 2020
The Securities and Exchange Commission (“SEC”) has adopted new and updated rules that require registered investment advisers and registered broker-dealers to provide a brief client relationship summary to retail investors beginning in May 2020.07.23.20