Portrait of Patti Clement, executive vice president of HUB International

Patti Clement

Executive Vice President

Patti Clement, CPRIA, is executive vice president of high net worth personal insurance at HUB International.

Wealth management

Mind the insurance gaps: 3 'hidden' liability risks for HNW clients

Extra diligence on the advisor's end can help HNW clients avoid potentially disastrous lawsuits

By Patti Clement

August 24

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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