Samantha Russell's educational how-to blogs, social media posts, email newsletters and YouTube videos have been empowering advisors to take digital marketing by the horns.
Kimberly Sanders is head of LPL's Strategic Wealth Services, the first premium affiliation model in the IBD space.
Luke Winskowski readily admits that Thrivent's effort to rebrand itself as an advice-driven company is a “significant effort” for a legacy insurance company.
Yang Xu's TradingFront was built, at least for now, to serve the needs of small to midsize RIA firms and breakaways looking to set up shop.
Craig Young, one of the youngest members of Andy Sieg's executive leadership team at Merrill Lynch, is charged with ensuring all 14,000 of the Thundering Herd are working toward the same goals.
The individuals set to make an impact on wealth management in 2021.
Katherine Jollon Colsher will succeed Janet Cowell as head of the organization, which works to ensure that 30% of investable capital will be managed by women by 2030.
Forest Williams Jr. of The Opus Group of Virginia specializes in asset management and retirement income planning, and will join the firm from MML Investors Services.
When a client lives beyond their means, it creates nothing but headaches for the executor of their estate.
Creative Planning's Peter Mallouk made his first-ever conference appearance at Wealth/Stack in 2019.
