Chuck catches up with Laura Lutton, Head of Manager Research for Morningstar, to talk about their exciting new offering — coverage of ALTS and Semi-liquid funds.
Chuck talks with industry legend, Thomas Peterffy about his "origin story", his thoughts on building a "customer first" enterprise, and, of course, his thoughts on going RIA. This is a MUST LISTEN episode.
Chuck talks with industry legend, Bob Veres, about his new book: A Behind-the-Scenes History of the Financial Planning Profession. Tune in to hear some amazing anecdotes that Bob has collected over his 45 year long history in our industry.
Chuck talks with industry icon, Joe Duran, about succession planning and what advisors need to think about as they plan for "what's next"...
Chuck catches up with Shawnette Gauer, Schwab Advisor Services' Managing Director of Enterprise Solutions, to talk about their new program designed specifically to help sub $300M advisors #goRIA.
