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Advizr CEO reveals just how the lift-out of four Morgan Stanley breakaway engineers leapfrogs his plans ahead

Hussain Zaidi sees greenfields opportunities at small IBDs and Fortune 500 firms where planning software alone doesn't make the grade

Author Oisin Breen April 13, 2018 at 7:48 PM
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Hussain Zaidi: What they need is what Morgan Stanley and Ameriprise have … whole programs in place to help advisors drive financial planning and advice.


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Mentioned in this article:

Advizr Inc.
Financial Planning Software
Top Executive: Hussain Zaidi



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