Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.
The author, founder and CEO of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a self-sustaining business, designed for scale, succession, and to be attractive to acquirers.
Well-known wealthtech editor Davis Janowski opens up for the first time publicly about his years-long battle with depression, and how his love for kayaking and being out on the open water has helped bring him out of it.
Advisors and financial services execs discuss leadership through crisis and the importance of mental health in this profession during the 2022 MarketCounsel Summit.
The company also obtained a minority ownership stake in FCF Advisors as of last month, the New York-based boutique asset management firm and index provider Shea previously led.