GMAG attends Barron’s Top Advisory Team Summit in Las Vegas

Cara Soviero & Taylor Stathis attended the Barron’s Top Advisory Team Summit in Las Vegas, Nevada.  The invitation-only conference was hosted by Barron’s to promote the best practices and generate new ideas in the wealth management industry.


GMAG joined other top firms across the nation to discuss crucial topics which included workforce dynamics and service innovations that are transforming the client experience.  This year, the conference’s agenda was focused around the importance of technology.


GMAG always strives to better our client experience and we have made major commitments and investments in technology to better serve our clients. 


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