Finance News
Emerging Trends in CRM Integrations
Explore advanced analytics, comprehensive data integrity, and seamless planning integration.
By NB
Jun 25, 2024
$1.5B RIA Fidelis Capital Hires Former TIAA Wealth Planning Head
Douglas Rothermich, who previously built out TIAA’s HNW planning group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.
By NB
Jun 25, 2024
Facing the Challenges of Succession and Mergers
Proxy's Bryan Caulkins sees more to succession and mergers than just account transfers, paperwork and compliance.
By NB
Jun 25, 2024
Empowering Advisors With True Independence
At the United Planners Connect 24 conference, a key focus was on change management and fostering advisor independence.
By NB
Jun 25, 2024