Mindy Diamond on Independence: Industry Update on M&A

Apr 21, 2022

The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this two-part episode compares and contrasts options...

Mental Health in the Legal Profession

Apr 20, 2022

How practitioners, firms and family can help.

Bosses Don't Follow Their Own Advice in Returning to the Office

Apr 19, 2022

While 35% of non-executive employees are in the office five days a week, just 19% of executives can say the same, according to a survey by Future Forum.

CFA Level II Pass Rate Remains Higher at 44% as Disruptions Wane

Apr 19, 2022

In February, 44% of candidates passed the Level II exam, down from 46% in November and up from 29% in August, according to the CFA Institute.

Do Advisors Need Advisors?

Apr 18, 2022

For some financial advisors, their next act is coaching their former peers.

How to Be More Productive Daily

Apr 15, 2022

Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the 'right' activities.

Am I Making the Most Out of My Life?

Apr 14, 2022

The decisions we make, even the smallest ones, mean a lot.

Mindy Diamond on Independence: A Next Gen Shares his Playbook for 2x+ Growth

Apr 14, 2022

Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how...

The Healthy Advisor: Healing From Physical and Mental Abuse of the Past

Apr 13, 2022

Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.

Winning and Keeping Talent in Today’s Tight Job Market

Apr 07, 2022

It’s not always about money.