Sometime in the next couple of months, George Clarke, an African American advisor with Diversified Investment Group in Silver Spring, Md., plans to launch a new non-profit organization aimed at supporting financial advisors of color and creating...
Los Angeles—“I loved your speech. Your insight and research on elite advisors and teams are spot on—a number of points I need to incorporate into my team,” an enthused Tom said after my keynote. “But if I could give you one piece of feedback: You...
Registered investment advisers, listen up. Your custodian needs you—more than ever. Just look at this week’s earnings reports from Charles Schwab Corp. and TD Ameritrade Holding Corp. Asset growth, fueled in part by the RIA custody businesses of...
