Kevin Hogan, President & CEO of the Investment Program Association, talks to WealthManagement.com Group Publisher Rich Santos about what's driving the direct investment industry.
Joe Heider, Regional Managing Principal, Rehmann Financial Group, discusses the best practices for financial advisors working with retiring small business owners.
Erin Hollis, Director of Financial Opinions for Marshall & Stevens, discusses the criteria to look for when seeking out an appraiser/valuation professional.
WealthManagement.com Associate Editor Megan Leonhardt sat down and talked with Judith McGee of McGee Wealth Management at the Raymond James National Conference for Professional Development in Washington, D.C.
WealthManagement.com Associate Editor Megan Leonhardt talks with Mal Makin, President of the Professional Planning Group, at the Raymond James National Conference for Professional Development in Washington, D.C...
WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...
