Nerd's Eye View
JANUARY 10, 2023
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.
Nationwide Financial
FEBRUARY 14, 2023
To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.
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Steve Sanduski
JANUARY 16, 2024
In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs would fall by the wayside. Should all advisors be rain makers?
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. It’s estimated that over 80% of widows change their financial advisors after the death of their spouse.
Tucker Advisors
SEPTEMBER 27, 2021
The one insurance company that required a bailout, AIG, suffered its heaviest losses from its financial services division, a business segment that most insurance companies do not have. But how does it assist a financial advisor’s practice? Why wouldn’t a client want their life savings to enjoy the same protection?
The Better Letter
APRIL 29, 2022
Indeed, nearly everything that gets a lot of attention in the financial services business today is focused upon faster and phonier. Ongoing conspiracies to hide excessive fees , poor performance (among clients , managers , and the hedge fund industry ), and the value of indexing.
Brown Advisory
JUNE 21, 2017
Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In short, every situation is different.
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