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ON LOCATION
Sept 18, 2024 | FPA E1 | Guest: Margaret J. Hartigan
Chuck catches up with Margaret J. Hartigan, Founder + CEO of Marstone, Inc.. Margaret shares her thoughts on how RIAs can “bolt on” a guided DIY financial planning solution to their practice.
Oct 10, 2024
More: On Location
Jun 29, 2026
On Location
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E7 | Guest: Harrison Quinn, Founder & CEO, HDQ Wealth
Jun 29, 2026
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Oct 13, 2025 | The CAIS Summit (Beverly Hills) E6 | Guest: Lane MacDonald, CIO of SCS Financial
Jun 29, 2026
On Location
Oct 13, 2025 | The CAIS Summit (Beverly Hills) E5 | Guest: Michael Nathanson, CEO, Focus Financial Partners
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