Brian has enjoyed a wide-ranging career in journalism and marketing, from covering Illinois government and politics and the largest casinos in the world, to the halls of higher education and agricultural science. He has earned awards for an in-depth series on homelessness in Connecticut and for a series of events that engaged communities in conversations about science, among others. He is currently guiding a staff in developing advisor-centered content for Financial Planning at Arizent.
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Looking for a new challenge, Mark Seither found the complexities of pilot compensation and tax planning to be a niche that energizes him.
January 23 -
These are the stories and issues that readers gravitated to in the last year.
December 26 -
A former Procter & Gamble engineer spent years honing his message and targeting ads to make a nearly 100% niche clientele.
December 24 -
Troy Von Haefen once shared a stage with Lee Ann Womack. Now he's built a financial advising firm around his Nashville connections.
December 12 -
Mindy Neira found that embracing her passions helped build a niche that fulfills her.
November 25 -
From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth management names you know and love.
November 24 -
Getting it right can help prospects find your firm's website, according to FMG Suite's Samantha Russell at ADVISE AI.
November 11 -
Our redesign makes finding news to grow and scale your firm easier than ever.
November 3 -
Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.
October 28 -
Tips and tricks on building a successful niche: This week, Andrew Barninger of Personal Wealth Advisory shares insights on financial planning for business owners looking for an exit.
October 13 -
Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.
September 30 -
Social Security claims are up, suggesting retirees are worried about the program. We asked advisors if the economy and solvency of the program have them changing their strategies.
May 30 -
The pros and cons of giving discounted or free financial advice to those close to you.
April 16 -
As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.
April 9 -
With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.
March 25 -
We named the largest firms and honored those making an impact in wealth management and technology, among other recognitions in the last year.
January 20 -
From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.
December 27 -
Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.
November 26 -
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
October 10 -
Charles Morris, Microsoft chief data scientist, opened ADVISE AI with a look at the speed at which AI is changing wealth management, and the world.
October 9
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