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As the major players gravitate to the hybrid model, will price cutting take hold in digital wealth management?
March 15 -
Patrice Radogna, ASA, CBA, CVA, CPA, is senior vice president of
Valuation Research Corporation , which provides opinions about valuation, solvency, capital adequacy, and fairness for mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, financings, and financial and tax reporting matters. She earned a BS in finance from Boston College. Contact her at pradogna@valuationresearch.com.March 15 -
The funds have accounted for 27% of all trades since the election, 3 percentage points above average.
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McIntyre, CFP, is an experienced wealth adviser and founder of MAC Financial, a financial services firm. He is a 6-year member of the Million Dollar Round Table, with two Court of the Table honors. He is also a member of the Financial Planning Association (FPA).
March 15 -
Access to more information is not the same as understanding the best way to use it.
March 15
Jefferson National -
Therese Tucker is the founder and CEO of financial automation solutions provider
BlackLine. March 15 -
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Brian covers emerging technology and its impact on business and IT for Enterprise Architecture Professionals at Forrester Research. His research provides practical advice to architects and IT strategists seeking to leverage new information management tools and techniques while dealing with current-state challenges. In addition, Brian provides insights for enterprise architects in the insurance and defense industries, where he has extensive experience.
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