See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.
Snowden Lane adds UBS duo with $200M in assets, PCIA moves into Memphis, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.
Nitrogen’s annual Fearless Investing Conference was a clarion call to advisors navigating waves of change, with a curated agenda laser-focused on growth through adaptation, agility and optimism.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the...
A family practice leaves Raymond James to launch an independent RIA, Edelman Financial Engines picks up a $225M firm in its first deal of the year and six other announcements this week.
Orion Advisor Solutions’ chief behavioral officer explains why advisors should employ “human-first” thinking in their practices at annual Nitrogen conference.
