Advisor Innovations

Eaglebrook Advisors CEO Christopher King discusses why advisors should consider crypto and more.

Brian Hamburger talks about the pioneering work his firm did helping wirehouse brokers “break away,” and how his firm’s services have evolved along with the growth of the RIA industry.

Rick Ferri talks about his start in the industry, how his thinking has evolved around Wall Street and whether a fee structure that charges clients for investment advice based on AUM can exist in a fiduciary framework.  

Private Ocean Wealth Management's Greg Friedman and Cynthia Greenfield discuss their recent book and their own experiences—both good and bad—maintaining their company’s culture during a merger or acquisition.

Gitterman Wealth Management co-founder Jeffrey Gitterman on how his firm focuses on sustainable investing, making sense of ESG data and where he sees opportunities for advisors to grow.

Devoe & Co. CEO David DeVoe on what's driving the biggest changes in the RIA industry.

Holistiplan co-founder Kevin Lozer describes how the firm solves the big problem advisors have when it comes to taxes and financial planning.