The Latest

Technology is key to how advisors work today, and it has to be understood by clients to get max value.

Pete Dorsey, chief strategy and revenue officer at Altruist, has over two decades of experience in the RIA business. Pete oversees Altruist’s go-to-market strategy, working closely with the marketing, product and customer success teams to provide the best platform and client experience for its customers.

John J. Rapisardi is a partner at O’Melveny & Myers LLP and legal counsel to the Puerto Rico Fiscal Agency and Financial Advisory Authority (AAFAF).

Dennis Hunt, Executive Vice President and Head of Public Finance at Stephens Inc.

Neil Fraser is the director of U.S. operations for Paradatec

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

ABLE accounts make it feasible for the disabled individual to express what they would like to do — and what they would like for themselves.

Onex Corporation’s private equity arm is investing in an RIA consolidator that’s been nearly as active in M&A as another firm in its portfolio.

Shares of companies with tickers that are actual English and not a jumble of letters are more popular with less-sophisticated investors.

Liz is a Certified Financial Planning Professional and is serving clients at Planning Across the Spectrum as the Director of Financial Planning. Liz joined Planning Across the Spectrum in February 2021 after working with two traditional financial planning firms. She works mostly remotely from Maryland, where she lives with her husband, son, puppy, and backyard chickens. She is excited to move beyond traditional planning into the specialized world supporting families with I/DD and ASD.