Finance News

The WealthStack Podcast: Joel Bruckenstein on What's Next in Wealthtech

T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.

logo.png  By NB  Mar 23, 2024

RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

Robson doesn’t see the need to bring every service offering in-house to effectively grow an RIA catering to HNW wealth creators. The secret is paying deep attention to the clients—and their families.

logo.png  By NB  Mar 23, 2024

One Asset Manager's Approach to Courting Individual Investors and Advisors

Brookfield Oaktree Wealth Solutions was an early mover in developing alternatives for individual investors. Here’s where it stands today.

logo.png  By NB  Mar 23, 2024

Wealth Management Firms Should Buck the M&A Trend and Grow Organically

I’ve always said that the investment advisory/financial planning profession is built on relationships and legacy. Failing to invest in your firm’s relationships with its employees as part of that strategy is a surefire way to fail.

logo.png  By NB  Mar 23, 2024