The convergence of technology, regulatory scrutiny and shifting demographics are compelling our industry to rethink the way advisers charge for their services.
In this time of very low fixed-income returns, investors often are attracted to the diversification and income that real estate securities can provide.
Whether you're just starting out on your own or already have an established advisory practice, technology questions are ever-present.
There are more business models in the independent space to choose from than ever before
Financial advisers do amazing work for their clients, but they also do amazing work for their communities. Advisers are incredibly charitable — lending their unique skills and perspectives to important causes in communities across the country and around the world.
