John Furey, founder and managing partner at Advisor Growth Strategies, joins InvestmentNews anchor Gregg Greenberg to talk about the state and pace of dealmaking in the RIA space.
David van Adelsberg, founding partner of Irrational Capital, joins InvestmentNews anchor Gregg Greenberg to explain why companies that maximize 'human capital' enjoy superior equity returns.
Rohlik Financial, which is led by Brent Rohlik and Suzanne Holt, has offices in Minneapolis and Rockford, Illinois.
New York-based Steven M. Rozencwaig will join the firm’s Manhattan office.
Its decision follows a ruling Friday by the Washington State Supreme Court allowing the state to impose a capital gains tax.
Bruce and Jeff chat with Shannon Eusey, CEO and founder of Beacon Pointe Advisors, about how Shannon launched Beacon Pointe, the nation's largest woman-led RIA, and how the firm has continued to grow amid challenging times. Shannon also talks about how she's been able to run the company while becoming a mother of four.
Bellevue, Washington-based SC Financial Group was founded in 2008 and has four advisors.
Companies are also likely to add financial wellness benefits, such as emergency savings funds, over the next few years, according to experts polled by Transamerica.
Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a future product coming to help advisors charge for financial planning.
Should wealth management firms build their own technology or integrate with third parties? Carson Group chief technology officer Nimesh Patel joins InvestmentNews technology editor Ryan W. Neal on the T3 conference floor to discuss the options for creating a differentiated technology platform, and their shared love of 'The Last of Us' on HBO.
