Finance News
Wealth Management Real Estate’s Next Phase
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
By NB
Dec 1, 2023
CPA Firm Windes Partners With Integrated to Launch Wealth Firm
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
By NB
Dec 1, 2023
Mindy Diamond on Independence: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill
Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.
By NB
Dec 1, 2023
Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process
Advisory firms planning multiple mergers need a standardized system.
By NB
Dec 1, 2023