RIAs are becoming ‘common knowledge’
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‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Women’s History Month may be coming to an end, but female advisors will continue to reflect on their time in the industry and the legacy they will leave. Naoko McKelvey is no exception.
In her 22 years in the industry, McKelvey, senior financial advisor at Blue Chip Partners, an independent fir
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