SPY

593.06

3.01

(0.51%)

DIA

422.46

0.00

(0.00%)

IWM

206.95

0.83

(0.40%)

QQQ

526.33

6.40

(1.22%)

GOLD

19.02

0.00

(0.00%)

AAPL

203.57

3.63

(1.78%)

Jamie Hopkins | Beyond Advice: What Today's Clients Really Expect

 

Advisorpedia talked with Jamie Hopkins, Chief Wealth Officer at Bryn Mawr Trust and President of FinServ Foundation, live at the 2024 Nitrogen Fearless Investing Summit in Nashville, Tennessee.

Resources: Nitrogen | Bryn Mawr Trust | FinServ Foundation

Related: Craig Ramsey | How AdvisorEngine Drives Client Experience, Operations, and Revenue Growth