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Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.
March 9
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With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.
March 2 -
The former Hightower and Morgan Stanley executive shares how the major fee-only RIA views the record-setting M&A marketplace.
February 23 -
The Synergy RIA Compliance Solutions founder shares how advisory practices can handle the most important regulatory tasks when going independent.
February 16 -
The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.
February 9 -
The 15-year veteran discusses how she built a massive practice and what this year’s class of award-winning brokers says about the industry.
February 2 -
The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.
January 26 -
The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.
January 19 -
The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.
January 12 -
The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”
January 5
