Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. That just sparked an immediate run on their bank. 06:52 All these startups pulled money out because they were uninsured, for the most part. markets, however, comes from a narrow band of tech consumer and communication stocks.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Wealth Management Clients Management 154