In April, Bob Veres explored the unique partnership model designed by Forum Financial Management, parent company of the Wealth Advisor Alliance. The article “The Fourth Option” presents an overview of Forum’s service model, which balances autonomy with the efficiencies of centralized operations, through in-depth interviews with Forum Partner Jennifer Cray, CFP® and Forum Partner Chris Lamia.

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The article originally appeared in Inside Information (April 2024).


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