While markets have presented more challenges than opportunities over the last 18 months, the role of a financial advisor has never been more important—and both the demand for and access advice has never been greater.
While independence means less bureaucracy and red tape, it comes with additional responsibilities that advisors should be aware of before opting to make the leap.
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
An unexpected Melanoma diagnosis forced long-time advisor Lynn Ballou into an early retirement. But the experience has taught her the importance of taking a step back and listening to her body.
