Josh Welsh
From having empathy to the right tech tools, advisors weigh in on how to make your firm stand out from the crowd.
The deadline for the Women to Watch Awards is closing in. Nominate quickly!
An increase in retail investors over the last four years begs the question: what’s makes it so popular? Advisors weigh in.
"There's a lot of underserved clients in the space and they need a lot of help," says an advisor to the community.
‘Part of our value proposition is we're always going to keep you from doing something you’ll regret,’ advisor says.
Find out who took home the top prizes at the inaugural, red carpet, Hollywood-themed gala.
‘The succession plan for clients is the most important because the assets need to survive for the child.’
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Robert Sechan, NewEdge Wealth.
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Jamie Price, Osaic.
July 12 is the deadline to nominate for the 2024 Women to Watch Awards.
