Josh Welsh
‘There's a real value for an advisor to help them understand what's really important to them,’ Vestia CEO says.
Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.
‘Ten or 15 years ago, you would have to really explain what it meant to be an RIA and how we were different,’ advisor says.
Upcoming RIA conference will address how advisors can build and leverage the appropriate tech stack and use AI to better their practice.
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
Hiring more women, improving accreditation and providing more mentorship for women will help the industry move forward.
'Advisors have been looking for other areas to park some money for some time and real estate's a natural lateral move,' asset manager says.
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
The loans offer several benefits for investors, including diversification.
Advisor who focuses on special needs planning highlights two ‘life changing’ government programs available to those who have a disability.
