1.0
Dec 30, 2024
Recommend
CEO approval
Business Outlook
Pros
The initial folks I worked with were incredible. Some of the brightest and most talented coworkers. As such, they’ve all left…
Cons
CEO surrounded by “yes” people Zero clue how to run an RIA/Wealth management business. Zero. Chasing the next hot thing which right now is AI all while losing sight of the core competencies of the businesses and practices that made The Fool a great company to work for.