Wealth Management

JUNE 9, 2025

Fred Barstein , The Retirement Adviser University, June 9, 2025 6 Min Read Mihajlo Maricic/iStock/Getty Images Plus While the defined contribution market is finally capturing due attention from the financial services industry and mainstream media with $12.5 Convergence of wealth, retirement and benefits at the workplace 3.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

Wealth Advisor 59

Wealth Advisor CFP Wealth Management Financial Services 59

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Just go with your business plan.” So we hired great people.

Clients 283

Clients Financial Advisor Taxes Investments 283