Finance News
There Is No Perfect CRM
Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.
By NB
Oct 28, 2023
Why Liability Planning Creates a Unique Growth Opportunity for Advisors
Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.
By NB
Oct 28, 2023
The RIA of Tomorrow: Embracing Talent, Technology, and Time
Shannon Spotswood highlights the importance of Talent, Technology, and Time for RIA success through differentiation and life-centric planning.
By NB
Oct 28, 2023
RPA Conversations: Fidelity's Dave Gray
Fidelity's head of workplace retirement products and platforms discusses blockchain, the Portability Transfer Network and more.
By NB
Oct 28, 2023