Carson Group's First CTO Leaves the Firm
By Jeff BermanNimesh Patel joined the firm last year after over 20 years growing and developing tech and product teams.
June 27, 2023
Want Real Growth? 15 Steps to Take NowPowerful organic growth is more elusive than it may seem. Here's how to get there, according to marketing experts.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.
June 23, 2023
Financial Planning Industry Headed in 'Right Direction,' Longtime Planner SaysPaula Hogan has been doing life-cycle planning for decades. Now, she says, the industry is catching up.
June 23, 2023
What the RIA Industry Looks Like Now, in 10 ChartsTotal AUM declined for the first time since 2008.
June 22, 2023
Advisor Group's New Name Gets Mixed ReviewsSome say Osaic sounds modern and fresh, while others liken it to the name of a drug.
June 22, 2023
5 Ways an Outsourced Insurance Desk Can Boost Recruiting for RIAsRIAs can do everything themselves. Or, they can get help.
June 22, 2023
Spending Bill Kills SEC's New Custody Rule, Reg Best ExecutionThe bill bars the SEC from using funds to finalize or implement these two rules and others.