Mitchell Caplan, CEO of Willow Wealth and former E*TRADE CEO, says the firm focuses on emerging high-net-worth clients who fall between mass affluent and ultra-high-net-worth investors and tend to be more sophisticated. He speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)
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Fmr. E*Trade CEO: Private Markets Must Promote Education
