Contrary to popular belief, financial services employees are not working long hours, according to a recent analysis. But ActivTrak’s Gabriela Mauch says the industry still has a ways to go toward managing burnout.
The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.
Rianka Dorsainvil, Co-CEO at 2050 Wealth Partners, is joined by Matt Ackerman to discuss how advisors can define their alpha and stand and out how to get the people around us to live in their respective greatness.
Brad Bueermann explores buying and selling RIAs and looks to the future of advisor M&A in the RIA market.
According to the commission, A.G. Morgan Financial Advisors failed to disclose that it owed $750,000 to Par Funding, the company connected to the offering.
Justin Wayne, Director, Solutions Management, SS&C Advent, talks about expanding communications and adding value to client relationships.
