Stuck in a contract but want to leave? We will buy out that contract. Contact us to learn more →
Valid August 10th through October 31, 2020. Terms and conditions apply.
Marwa Zakharia discusses financial planning trends in recent Swift Chat with Marie Swift and Matt Sonnen Marwa Zakharia, CEO of AssetBook, and Matt Sonnen, CEO of PFI Advisors, recently met with Marie Swift, CEO of Impact Communications, to talk about trends in the financial planning and investment advisory profession. If you’re an RIA, you’ll pick up some…
| Cookie | Duration | Description |
|---|---|---|
| cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
| cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
| cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
| cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
| cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
| viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |