Which Fee-Only Advisor Model Is the Best Route?
President and CEO Desiree Sii shared her perspective on advisory trends at the Financial Services Institute’s OneVoice 2021 conference in Orlando, Florida.
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Desireé Sii Named President, CEO of SagePoint Financial
She succeeds former CEO Jeff Auld, who recently announced his retirement, and rounds out a trio of female leaders atop the Advisor Group IBD.
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