Mac Gardner, founder of FinLit Tech, is working to expand the co-ed MNY Fraternity to universities across the country, with the hope of bringing more diverse talent to the financial planning profession.
The survey by the FPA's Journal of Financial Planning found more than half of advisors recommend clients allocate to funds with access to alternative investments. Almost 25% allocate to PE funds, twice the number from four years ago.
The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2 billion RIA and the power of freedom in the independent space, to crypto, digitization, ETFs and Elon Musk and Tesla.
Guiding Wealth and Amplified Planning's Hannah Moore discusses reimagining client offerings, internships and developing talent on the first-ever episode of the Focused on the Future podcast. Sponsored by Commonwealth
This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.
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