Mitlin Financial Founder Talks Technology, Client Needs & Diversity
Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, shares how client needs and expectations have changed over the years and how to align investments with goals. He also weighs in on diversity and inclusion, what inspired him to become a financial planner, and the evolution of technology.
MUST: Columbia Multi-Sector Municipal Income ETF
Discover how a more thoughtful approach to muni investing may help you capture more opportunities than traditional benchmark products. White paper: A Smarter Solution to Municipal Investing
Asset Management Needs to Get Serious About Attracting and Retaining More Women
Attaining greater representation of women isn’t just the right thing to do for the asset management industry, it is the smart thing to do for clients. Read the article Asset Management Needs to Get Serious About Attracting and Retaining More Women