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...
A strong brand, backed by a thoughtful platform, is critical for firms of any size to compete and succeed in the independent wealth management space.
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Jun 29, 2023
Take control of your future through independence.
The US regulatory crackdown on crypto may create room for a different kind of token, something that banks can easily provide.
The SEC said it planned to propose requiring more robo advisors to register as money managers with the agency.
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
