Finance News

The Diamond Podcast for Financial Advisors: Michael Kitces on Advisor Well-being

Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.

logo.png  By NB  Apr 5, 2024

Sowell Management Debuts Affiliated Insurance Business

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

logo.png  By NB  Apr 5, 2024

How Financial Advisors Can Optimize Their Email Newsletters

Keep them clear and concise.

logo.png  By NB  Apr 5, 2024

Duran's Rise Growth Hires Head of Advisory Partnerships

Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.

logo.png  By NB  Apr 5, 2024