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The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.
January 2
Orion Advisor Services -
Investigators say the onetime FiNet branch manager preyed on “particularly vulnerable” clients, including several with dementia.
January 2
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From public service to operating a craft brewery, planners are keeping busy outside the office.
January 2
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The company has its incentives, but here’s what could be waiting for advisors.
January 2
Elite Consulting Partners -
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Neil Coulson is a partner and department chair of the intellectual property practice at Baker Botts.
January 2 -
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Daniel Moshe is founder and CEO of Tech Guru, a comprehensive IT managed services and consulting practice for public accounting firms, delivering CIO-level strategy to accounting firms seeking innovative technology resources and guidance. Daniel is also a practicing Professional EOS Implementer, helping leadership teams get what they want from their businesses with simple, practical tools. Tech Guru was named to the Inc. 5000 List as one of America’s Fastest Growing Companies in 2017 and 2018.
January 2
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Ken Gary is vice president of corporate strategy and development at Stafford Communications.
January 2 -
The bank is the world’s top stock underwriter.
January 2
