partners 
The Big Picture
DECEMBER 16, 2023
This week, we speak with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners. The firm launched in 2019 with around $2 billion in initial assets, and became one of the fastest-growing emerging funds over the past few years. They now manage $7 billion in assets.
Wealth Management
APRIL 16, 2024
Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.3 billion firm’s model portfolios and impact investing philosophy.
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Nerd's Eye View
MAY 30, 2023
Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.
NAIFA Advisor Today
MARCH 29, 2024
NAIFA and Medicarians are partnering together to bring NAIFA's legislative risk knowledge to attendees and ensure that producers are aware of upcoming changes in the proposed final rule. Medicarians is the home of senior health, wealth, and AgeTech.
Advertiser: G-P
When you partner with an Employer of Record (EOR), you’re outsourcing your global legal, HR, and finance infrastructure. Choosing the right EOR matters. This guide will help you identify which model is better for your company. Download the guide today!
Wealth Management
APRIL 2, 2024
billion in Central California by acquiring Wacker Wealth Partners EP grows assets by nearly $1.2
Wealth Management
NOVEMBER 30, 2023
California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.
Advertiser: G-P
How Globalization Partners can help implement a remote-first plan. In this guide, we will explain what a remote-first company is and how you can quickly and efficiently pivot to this workforce model. Download this eBook to learn: How to build a remote-first company. The benefits of a remote-first workforce.
Advertiser: G-P
How Globalization Partners’ technology can enable a hybrid game plan. However, to make a successful transition to the hybrid model, companies must build a strong corporate culture and select a hybrid model that works best for their workforce. Download the eBook to learn more about: What the hybrid model of work is.
Advertiser: G-P
When partnering with an Employer of Record, you’re outsourcing your global legal, HR, and finance infrastructure. In your evaluation, you’ll find two models: The aggregator model and the wholly-owned infrastructure model. Which is better for your company?
Speaker: Rita Keller - President of Keller Advisors, LLC
No matter where you are in the process, you need to be aware of the challenges and opportunities.
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