Finance News
T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
By NB
Jan 26, 2024
DeVoe: Minority Deals on the Decline
Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.
By NB
Jan 26, 2024
The Diamond Podcast for Financial Advisors: Best Practices for Top Advisors from AllianceBernstein’s Head of Private Wealth
In a unique “other side of the table” perspective from a top firm leader, Onur Erzan discusses how a growth mindset transcends AllianceBernstein’s culture.
By NB
Jan 26, 2024
StrongBox Wealth: Picking Deep Moat, Rising Dividend Stocks
Chuck Cooper III, advisor and managing partner at Lee’s Summit, Mo.-based StrongBox Wealth, provides a peek inside the $400 million RIA’s stock picking strategy within its high conviction, conservative growth model portfolio.
By NB
Jan 26, 2024