Chris Davis

Chris Davis
Displaying 66 results
Hands-on advisor goes the extra mile for clients
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Hands-on advisor goes the extra mile for clients

Michael Joyce, president of Agili, explains his goals-based approach.

Risk is the "permanent impairment of capital"
INVESTING ALTERNATIVES OCT 25, 2024
Risk is the "permanent impairment of capital"

Wealth manager reflects on how alternatives arose from turmoil.

Technology driving tailored portfolio approach
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Technology driving tailored portfolio approach

Data can be overwhelming unless you can prioritize, says Wealthspire Advisors VP.

Advisor aims to empower the working class
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Advisor aims to empower the working class

"There's a world littered with educated derelicts — people who know a lot but can't put it into practice."

Hybrid portfolio approach hits sweet spot
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Hybrid portfolio approach hits sweet spot

Multiple strategies form building blocks for families, says CIO.

Aligning client goals with life aspirations
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2024
Aligning client goals with life aspirations

How Cristina Livadary’s personal experiences shaped her philosophy as CEO at Mana Financial Life Design.

Balancing growth with wealth preservation
RETIREMENT RETIREMENT PLANNING OCT 07, 2024
Balancing growth with wealth preservation

When Social Security started, the life expectancy for someone collecting was six to eight years, but now we're pushing past 20 years, says advisor.

Advice should be humanistic, not just holistic
YOUR PRACTICE PRACTICE MANAGEMENT OCT 07, 2024
Advice should be humanistic, not just holistic

Advisor talks about incorporating financial therapy into her wealth management offering.

Time to take some chips off the table
INVESTING EQUITIES OCT 07, 2024
Time to take some chips off the table

CEO says S&P 500's rate of growth, led by the top 10 names, is unsustainable.

M&A must benefit the client
NEWS RIAS OCT 07, 2024
M&A must benefit the client

If there is not a cultural fit between the firm and the advisor, then nothing else matters, insists CEO.