‘Actually getting to work one-on-one with people just really hit home for me’
Husband-and-wife team explain how they built a successful practice … and stayed married.
Marguerita Cheng was taught a valuable financial lesson by her father – that planning is a way of showing love for others.
The Hot List 2023 celebrates a collection of 100 individuals, redefining success in the industry and setting new benchmarks.
Fairfield, Connecticut-based Oak Tree Financial Group has three advisors.
The company’s vice chair cites efforts to improve productivity.
Katz moved beyond cold calls to cultivate relationships with influential figures like sports agents and estate attorneys, thus broadening his network significantly.
'Once you enter the distribution phase of retirement, the strategy changes,' Troy Sharpe says. 'It's about understanding the impact of today's decisions on future security.'
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'
