Once the coronavirus hit and we all started working from home, Bruce Lee's phone started ringing with questions from captive advisors about independence.
Figure 8 Investment Strategies' Lisa Cooper describes how her firm's investment strategy and business structure helps it act to be a force of change for good.
Michelle Wong is the founder of Nifty Advisor Support, a virtual assistant outsourcing solution serving more than two dozen independent advisory firms across the country.
Succession is not something you figure out at the end of the journey; it is never too early to have a plan as it is an essential part of client service.
