Finance News
Stepp & Rothwell: Keeping It Old School
Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.
By NB
Mar 1, 2024
RIA Edge Podcast: Adding Client Services Doesn't Always Add Value
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value.
By NB
Mar 1, 2024
Q&A: Is It Possible to Simplify Tax Reporting for Alternative Assets?
There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.
By NB
Mar 1, 2024
Diamond Podcast for Financial Advisors: Ex-Merrill Advisor on Going from Practice to Firm to $4B Enterprise
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse world. So he set out to build his own practice. When he outgrew that, he built a firm. Now, he’s building an enterprise.
By NB
Mar 1, 2024