Jonathan Hirtle, founder and chairman of Hirtle, Callaghan & Co., has been called the “Oracle of Outsource” by Pension & Investments magazine for his work pioneering the “outsourced chief investment officer” business model for families and...
Notes on these TED Talks that inspired your colleagues.
This is a pivotal moment in this ever-changing landscape, requiring advisors to weigh the benefits against the drawbacks and make informed decisions about their future path.
Richard Lofgren, the managing director of Goldman Sachs Advisor Solutions, details how they differentiate from other established custodians, their ideal advisor profile and more.
The president of Merit Financial Advisors discusses the importance of cultivating top talent and creating a strong company culture.
Taking a strategic approach to insurance is one possible answer to the call for organic growth.
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Oct 27, 2023
Advisors at Nitrogen's Fearless Investing Conference discuss empowering clients through education, confidence-building, and clarity in decision-making.
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Oct 27, 2023
Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.
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Oct 27, 2023
Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.