These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.
These ten innovators and influencers are set to change the industry in 2023.
Pennington was elected during a special meeting on Monday, and she will take over the seat vacated by ProEquities' Christopher Flint after he resigned in July.
Delap Wealth Advisory's Jared Siegel details how he's able to concentrate on the 'fun' stuff—creating a high-quality, high-touch financial planning experience for his clientele—by outsourcing the middle- and back-office operations at his firm.
Cohen & Company's Camille Clemons discusses the best practices for entering the ETF industry.
Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Mike Durso, CEO of Shorehaven Wealth Partners, shares how bringing his diverse experience and institutional knowledge to the family business informed their decision to go independent and their vision to build a legacy.
The trustee hired his personal trainer to make critical spending decisions.
Many children born into prominent families struggle with the expectations.
