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A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

Summary: “Your advice is not as good as you think.” – Derek and Adam have a unique debate on how we can rethink the...

Amit Dogra is nothing if he isn’t passionate!  For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...

Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn.  Kobus is well respected not only in his...

There’s a shift underway from product-led sales processes to that of leading with advice and using advice to implement the right products at the...

How can an advisor who’s never retired or reached age 65 advise clients on how to transition to retirement? Join Adam and Derek as...

“It’s hard for two dudes to do that.”  In a male dominated industry & profession, JR shares how he led his team at The...

Work-life balance for financial advisors is not a myth. A lot of advisors fall into the trap of working more than they should because that’s...

It is quite possible that the next generation of advisor fintech will be shaped by professionals and not engineers and enterprise executives. The highest adopted...

Does timing matter when it comes to giving advice? So much of our lives are defined by age and time-related milestones. However, it would seem...