Finance News
Attracting NextGen Talent and the Power of Mentorship
Julie Ragatz highlights changing paths to attract next-gen talent to the industry, emphasizing CFP programs and mentorship.
By NB
Oct 28, 2023
Advisors Innovations Podcast: Schwab's Bernie Clark and Rick Wurster on the 'Unprecedented' Migration of Assets from TD Ameritrade
Schwab's execs discuss what advisors can expect from the dominant custodian going forward.
By NB
Oct 28, 2023
Aaron Klein: Embracing AI and Premium Technology for Advisor Success
Nitrogen's CEO, Aaron Klein, reflects on the Fearless Investing Summit's evolution, the pivotal role of technology integrations, and the future with generative AI.
By NB
Oct 28, 2023
Revolutionizing Client Engagement: Merging Social Media Dynamics with Wealth Platforms
Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.
By NB
Oct 28, 2023