Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
We posed a hypothetical practice management dilemma facing an advisory firm to ChatGPT. Then we asked three experts to weigh in on the merits of the advice.
Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.
