Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI can complement your advisory services and how to integrate it.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
Richard Ina will open an office for the firm in the Nashville, Tennessee, area.
Having more people know what you can do for them rather than what they can do for you could be a route to growth that suits many advisors.
Meet the members of InvestmentNews' 2023 class of 40 Under 40. InvestmentNews is proud to profile these rising stars and shine a light on their impressive achievements at such an early stage of their careers.
Vigilant Wealth Management has offices in Portland, Maine, and Portsmouth, New Hampshire.
The trio will affiliate with Jericho, New York-based American Investment Planners, Cadaret Grant's largest branch.
Wexford-based Individual Financial Services, which oversees $400 million in assets, had left LPL for Cambridge in 2015.
Robert Collins, co-head of private wealth at Partners Group, sits down with InvestmentNews anchor Gregg Greenberg to explain why retail investors should be adding alternative assets like real estate, infrastructure and credit to their retirement accounts.
