Abnormal Returns

MARCH 13, 2023

peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management. citywire.com) This is in part due to the rapid growth in the number of new RIAs. thinkadvisor.com) Practice management What really makes financial advisers happy? with Plancorp's Brian King.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Indigo Marketing Agency

JANUARY 24, 2024

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Aaron Klein Reason to Follow: Innovator in financial risk management software and industry technology trends Aaron Klein is the co-founder and former CEO of Nitrogen—the company that invented Risk Number®, a financial risk management software used by many financial advisors, broker-dealers, and RIAs across the country.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. Giles: Banks do have to follow rules and regulations. They love to travel, bake, and swim.

Investing 52

Investing Investments CFP Financial Advisor 52