Chris Davis

Chris Davis
Displaying 66 results
Helping advisors tackle margin compression
YOUR PRACTICE PRACTICE MANAGEMENT OCT 07, 2024
Helping advisors tackle margin compression

Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian.

Prioritizing the human condition
RETIREMENT RETIREMENT PLANNING OCT 07, 2024
Prioritizing the human condition

The good, the bad, and the ugly: How CEO connects the numbers to a client's life story.

Snowden Lane embraces move toward all-in-one platforms
YOUR PRACTICE FINTECH OCT 07, 2024
Snowden Lane embraces move toward all-in-one platforms

Dig deeper into latest technology trends with our expert speakers at the upcoming RIA Activate event.

A welcome mat into financial planning
RETIREMENT RETIREMENT PLANNING OCT 06, 2024
A welcome mat into financial planning

The pandemic hit and internships were in chaos but Hannah Moore saw an opportunity.

Is your compliance stack outdated?
NEWS INDUSTRY NEWS OCT 02, 2024
Is your compliance stack outdated?

CEO of Surge Ventures, and speaker at InvestmentNews' upcoming RIA Activate event, is focused on creating a new generation of governance, risk, and compliance (GRC) tools.

Building trust has been key to exponential growth
YOUR PRACTICE PRACTICE MANAGEMENT SEP 27, 2024
Building trust has been key to exponential growth

Commitment to transparency, which was vital during the financial crisis, has propelled firm’s success.

Fiduciary duty informs everything we do, says retirement specialist
YOUR PRACTICE PRACTICE MANAGEMENT SEP 27, 2024
Fiduciary duty informs everything we do, says retirement specialist

Advisor's process is designed to ensure everything from due diligence to fiduciary liability insurance is properly in place.

How to address recruitment challenges in the financial services industry
YOUR PRACTICE PRACTICE MANAGEMENT SEP 18, 2024
How to address recruitment challenges in the financial services industry

Lindsey Lewis, of the American College Center for Women in Financial Services, highlights key factors for financial services companies to consider.

Lifting the lid on family focused firm’s core values
YOUR PRACTICE PRACTICE MANAGEMENT SEP 16, 2024
Lifting the lid on family focused firm’s core values

TFO Wealth Partners president talks successful wealth transfers and educating the next generation.

Celebrating clients' net-worth milestones
YOUR PRACTICE PRACTICE MANAGEMENT SEP 13, 2024
Celebrating clients' net-worth milestones

George Acheampong, the founder of Melanin Money, has an ambitious goal – to reduce the racial wealth gap by $100 billion.