Epstein File EFTA01203880: Document from Set 9 (DS9)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01203880: Document from Set 9 (DS9)

Media / PressDate unavailableEFTA012038800 keyword hits

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This document is a press or marketing article discussing Buckingham and BAM Advisor Services' adoption of inStream wealth management technology to support more than 370 advisors across 140 client locations. The article emphasizes the organizations' focus on personal advisor-client relationships and comprehensive financial planning.

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client

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PersonKeyword

Excerpt 1

selection of inStream wealth management technology platform Planning-centric software will support more than 370 Buckingham/BAM advisors at more than 140 **Client**

Excerpt 2

That was the appeal for Buckingham and BAM Advisor Services, organizations built around a personal relationship with each **client**.

Excerpt 3

"We believe that great financial advice comes from a high quality advisor who is supported by an up- to-date **client** financial plan that the advisor relies