...A. Highlights: Over past qtr., in face of a challenging operating environment, Co.'s advisors have responded with resilience, flexibility and ingenuity. 1. Wants to acknowledge essential roles they are playing by providing much needed financial advice to millions of Americans, while at same time pivoting their own practices to work remotely. a. 2. While environment Co. is operating in has changed, principles remain same. a. Believes a good strategy matched with extraordinary execution and alignment with mission-driven culture will drive long-term growth and value. b. Following those principles, continues to focus on executing components of business priorities, while also moving forward on strategic plan. B. Business Results: Organic growth remains solid, as net new assets totaled $13b, which translated to 7.8% annualized growth rate. 1....
