Why This Column Exists
By Jay L. Rogers
Thirty years ago, I sat in a conference room at Morgan Stanley while a family patriarch explained, in some detail, why...
Organic Growth Is Coming Out from Under M&A’s Shadow
FMG’s Mark Casady on how advisors can optimize results
If you wait long enough, old styles come back in vogue. In wealth management, while organic...
ADVISOR INSIGHTS | The Shift: Advisors Finally Adopt Technology
By Liam Hanlon
For the past two years, financial advisors have done something they have never done before: adopt new technology.
According to a University of Chicago...
ADVISOR INSIGHTS: As Clients Feel More at Ease, Advice Gets More Strategic
By Liam Hanlon
For the past eight years, I have worked at the intersection of wealth management and technology. I began my career at EY,...