People

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 most recent book, Integrating Culture in Successful RIA Mergers and Acquisitions, as a way to share their experience and expertise.