The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.
CNBC veteran has been tapped to sit on Dynasty’s investment committee and represent its $36 billion investment platform.
The CEO of SignatureFD discusses the importance of understanding people’s motivations, the evolution of a firm’s messaging and why inclusion is key to a positive culture.
Chris Kalin is a co-founder of Arnova Capital, an investment firm focused on systematic trading strategies that returned about 2,000% through June since its inception in the early 2000s.
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.
Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
Don’t assume wealthy clients have done their planning.
Henschen, who owned Henschen & Associates, was a pioneer and thought leader in the independent recruiting space.
