Exhibit A Launches, Helping Advisors Enhance Client Engagement With Impactful Visuals
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors Today marks the official launch of Exhibit A, a platform designed to improve client engagement and decision-making via visually compelling charts and accompanying context. Conceptualized and launched through executives from Ritholtz Wealth Management (RWM), a registered investment advisor (RIA)......