Chris Davis

Chris Davis
Displaying 66 results
'Your firm can't be just you'
NEWS RIAS DEC 16, 2024
'Your firm can't be just you'

When is comes to enhancing a firm's valuation, top advisor says it must be able to "thrive without being dependent on one person."

MassMutual expands alternatives shelf
INVESTING ALTERNATIVES DEC 16, 2024
MassMutual expands alternatives shelf

Our advisors are our listening posts, says head of wealth management.

The common issue with RSUs
RETIREMENT TAX DEC 16, 2024
The common issue with RSUs

People were blindsided during COVID with $30,000 tax bills, says advisor.

The 'Great Wealth Transfer' tailored for women
YOUR PRACTICE WOMEN ADVISOR COMMUNITY DEC 16, 2024
The 'Great Wealth Transfer' tailored for women

U.S. Bank executive explains how its approaching a monumental shift in wealth.

Taking headlines out of clients' heads
YOUR PRACTICE PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

Where do annuities fit in?
RETIREMENT RETIREMENT PLANNING NOV 19, 2024
Where do annuities fit in?

Our profession must focus more on the distribution phase, says Nate Moody, of Lebel & Harriman Retirement Advisors.

Slowly embracing the AI revolution
YOUR PRACTICE FINTECH NOV 19, 2024
Slowly embracing the AI revolution

Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.

Inner self-betterment gene drives ambitious advisor
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Inner self-betterment gene drives ambitious advisor

The realization that his words can make others rich was a lightbulb moment for Chris Doughty.

Why clients are sitting on a ticking tax timebomb
RETIREMENT TAX OCT 25, 2024
Why clients are sitting on a ticking tax timebomb

Advisor is critical of industry's tendency to avoid giving tax advice.

ESG investing was always a way to gather data
INVESTING ESG OCT 25, 2024
ESG investing was always a way to gather data

Patrick McVeigh, of Reynders, McVeigh Capital Management, has always been clear about the importance of socially responsible investing, going back to the start of his career in 1982.