Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors, recently spoke with InvestmentNews about how boutique firms can meet their clients’ expanding needs by centering financial planning as they build relationships. She offers guidance on how small firms can build out supportive infrastructures and trustworthy teams that can effectively address clients’ needs throughout their lives.

Read more: https://www.investmentnews.com/practice-management/trust-over-returns-why-affluent-families-are-fleeing-big-firms/260723