Alan Zafran and Eric Harrison, two of the three co-CEOs and founding partners of IEQ Capital, discuss making two leaps to independence from Merrill to Luminous then First Republic to IEQ and share their journey and formula for growth they mastered...
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.
