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.
The future advisor gives up geography for market niches and focuses less on investment strategies in favor of better client outcomes, according to a panel at this year's virtual Morningstar Investment Conference.
