Finance News
Focused on the Future: Anna N'Jie Konte on AI, BeFi and Reframing the Money Discussion
Re-Envision Wealth Anna N’Jie Konte details the importance of speaking on a "human" level to clients.
By NB
Mar 28, 2024
Client Cash: Mapping an Underexplored Opportunity
Ninety-two percent of advisors report that their clients have expressed interest in HYSAs.
By NB
Mar 27, 2024
How Adopting My Son Has Made Me a Better Leader
Is there a junior talent pipeline program your firm is willing to invest in?
By NB
Mar 27, 2024
California CPA Firm Unveils WFY Wealth Management
Wright Ford Young & Co. launched its new division on the Integrated Partners platform.
By NB
Mar 27, 2024