Finance News
RIA Edge Podcast: Perigon’s Arthur Ambarik on the Journey to Build a $6B RIA
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
By NB
Aug 9, 2023
Use the Summer Slowdown to Conduct a Fee Audit
And avoid uncomfortable conversations about bill discrepancies.
By NB
Aug 9, 2023
13 Midweek Must Reads for Real Estate Investors (Aug. 9, 2023)
Banks are facing a tough market in trying to sell their commercial real estate loans, reports Bloomberg. The GOP and commercial real estate executives are teaming up against a Treasury Department proposal to impose new taxes on REITs, according to Commerc
By NB
Aug 9, 2023
401(k) Real Talk Episode 71: August 9, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
By NB
Aug 9, 2023