Top 12 Challenges for Independent Broker-Dealers
Dennis Gallant’s session on the major challenges affecting the IBD industry had the full attention of senior executives in the audience.
10 Tips to Winning in Tough Times
Clients have never been more jaded, or advisors more fatigued. And no wonder. As advisor coach Matt Oechsli, who heads the Oechsli Institute in Greensboro,...
For years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...