CBS Brokerage partners with Modern Wealth to enhance financial planning for the mass affluent
In a strategic move to enhance their service offerings, CBS Brokerage, an independent insurance brokerage, has partnered with Modern Wealth, a registered investment advisor (RIA) known for its innovative approach to financial planning. Announced in the first quarter of 2024, this partnership enables Modern Wealth advisors to integrate strategic, insurance-based risk management solutions into their […]