Anonymous ID: 78eff9 July 12, 2019, 7:06 a.m. No.7010956   ๐Ÿ—„๏ธ.is ๐Ÿ”—kun   >>1031 >>1085 >>1172 >>1197 >>1213

We should look into the company they sold to. Sontag

 

About Bronfman Rothschild

 

Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on whatโ€™s most important to each client. A registered investment advisor, Bronfman Rothschild was sold to Sontag Advisory, a subsidiary of NFP Corp., in May of 2019 and will launch a new brand strategy by the end of this year. With eleven offices throughout the Midwest and East Coast, the combined firms offer comprehensive wealth management and planning to individuals and families, as well as retirement plan services through NFP Retirement. The in-house research capabilities and collective expertise of the combined teams are supported by a collaborative, client-focused culture. Our 140+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.

 

https://www.belr.com/insights/kevin-smith-speak-at-invest/