Hightower’s deal with Los Angeles–based Grant Tani Barash & Altman brings personal CFO services to the firm’s advisors, the next step in creating an end-to-end family office model.
CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve.
The Board cited growth in the numbers of female, Black and Hispanic CFPs, though these groups still represent small portions of the overall profession.
Reegan Rae shares her company’s growth philosophy, how it measures growth rates when considering market opportunities and what the future holds for Arnerich Massena when it comes to M&As.
In some cases, applicants claimed they’d gained years of experience in just a few days, or that their annual incomes increased less than one day after a prior application had been denied.
