Joe Maier

Joe Maier

Senior vice president and director of wealth strategy

Joe Maier is senior vice president and director of wealth strategy at Johnson Financial Group.

Wealth management

When an 85 Monte Carlo score beats a 'near perfect' 99

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

By Joe Maier

August 17

TRENDING

Practice and client management

It's not just wirehouses: Lure of independence strong for IBD advisors

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

By Dan Shaw

May 2
Technology

Raymond James' CEOs on criticisms that led to growth, tech and more advisors

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.

By Rachel Witkowski

May 2
Practice and client management

An RIA's guide to the 3 types of firms trying to buy them

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

By Tobias Salinger

May 2