One of the most influential people in the financial planning and investment management profession discusses what fueled his firm’s growth, the importance of financial education, the value of embracing technology and more.
A new opinion addresses how attorneys should meet ethical requirements for client confidentiality.
As Jerry Maguire wrote, deeper relationships with fewer clients is the future.
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Jul 31, 2023
How are firms enabling the growth of the next generation of advisors and attracting them to the industry?
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Jul 31, 2023
When Talia's not filming "Million Dollar Listing New York," Talia McKinney is an accomplished real estate agent at SERHANT.
Emphasize data portability, not retention, within your tech strategy.
We expect to see more M&A activity from larger institutions that have remained on the sidelines so far. Existing RIAs will need to consider the implications.
Learn specific examples of the various services offered by some of the industry’s leading independent firms.
The Finity Group's Peggy Haslach discusses how to best serve LGBTQ+ clients and team members.
JC Abusaid provides a roadmap for other RIA firms to learn from and follow as they look to expand their talent base.
