Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become a top RIA and how it fostered long-term, sustainable growth.
The broker/dealer’s new Resilience Plan will support advisors’ books of business if they choose to take a leave of absence, such as for the birth of a child, personal illness or injury.
We’re battling hundreds of preloaded tendencies that can skew our objectivity, but the wise leader anticipates how cognitive biases can spark struggles to remain aligned under a common vision.
Robert Harris tells Louis Diamond what led him to break up his team at UBS and choose independence instead.
