InvestmentNews
The trio of advisors will operate as PB FAM Private Wealth in Atlanta.
Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
Chuck & Christian talk about the great work Christian is doing at “Quad A” – the Association of African-American Financial Advisors
Chuck & Diana talk RIA marketing and compare / contrast how it is to market yourself in the RIA world vs the BD world.
Chuck and James talk about “Title Protection” and how that may help consumer discern “real planners” from “PINOs” (Planners In Name Only).
Leawood, Kansas-based Total Wealth Management has seven staffers.
Chuck and Dan talk about how the increased focus on fiduciary care has been impacting the BD & RIA space.
Columbia-based FAI Wealth Management was founded in 1987.
Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities
