CONTINUE TO SITE
CONTINUE TO SITE
YOUR ONE-STOP RESOURCE FOR GOING INDEPENDENT
YOUR ONE-STOP RESOURCE FOR GOING INDEPENDENT
LOGIN
Login
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
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting
Apr 06, 2026
On Location
Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners
Newsletters
Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team.
SUBSCRIBE
Get unlimited access to InvestmentNews
Subscribe for just $19.99 per month.
Subscribe
