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.
Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.
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.
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.