Wealth Professional Website
James Burton, Mike Shipley, Tim Duce, Noelle Boughton, Leo Almazora
Industry news, opinion, appointments and resources make this a rich hub for the community of Wealth Professionals. In addition to the fascinating profiles and useful resources like white papers and videos, the news is broken up into content pillars that deliver depth for various niches within the profession. Particularly useful is the site’s engagement strategy where advisors can weigh in with peers on topical discussions of the day.