Finance News
Crescent Grove Advisors: Sifting The Data Looking For Trends
Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.
By NB
Feb 24, 2024
Wells Fargo Names New Growth Head for Independent Businesses
In a newly created position, Erik Karanik will oversee growth across Wells Fargo Advisors Financial Network and First Clearing.
By NB
Feb 24, 2024
Merit Financial: Cost-Conscious and Intra-Asset Class Tactical
Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.
By NB
Feb 24, 2024
The WealthStack Podcast: Will AI Make Advice More Human?
Cambridge's Nick Graham details the opportunities AI creates when it comes to financial advice.
By NB
Feb 24, 2024