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In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8
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Guy Gage III, LPC, is the co-owner of
PartnersCoach Inc. , a coaching and consulting firm working exclusively with CPA firms. He equips managers and partners to lead change initiatives and improve employee engagement in their firm. Holding a license in counseling (WV-LPC), he uses his experience in human and organizational behavior to coach firm leaders to break through resistance and create motivational environments. He has consulted with and coached CPA professionals for over 25 years in the U.S. and Europe, emphasizing firm growth and career fulfillment. In addition, he worked in a four-office CPA firm for almost eight years, giving him an inside look at the challenges firm leaders face. Reach him at (304) 677.0296 orGuy@PartnersCoach.com .October 8
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September's roundup of pressing issues in the wealth management space include an elder scam lawsuit embroiling Charles Schwab, accusations against Raymond James for failures in customer complaint reporting and more.
October 8
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Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.
October 8
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Haleigh Tebben is chief commercial officer at Kindbody, a national fertility clinic and family-building benefits provider for employers. Haleigh leads Kindbody's sales, enterprise operations, and client management teams. She has 25 years of experience in healthcare, insurance, and consulting.
October 7
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End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.
October 7
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The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."
October 7
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The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.
October 7
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The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7
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Keith Wallace is a senior benefits practice leader at PCF Insurance Services, a national insurance brokerage that offers a broad array of commercial and personal lines, life and health, employee benefits, and workers' compensation solutions. He is skilled in Health Insurance, Disability Insurance, and Term Life Insurance
October 7
