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 29, 2024 | CFP E2 | Guest: Joel Bruckenstein, President, T3 Technology
Joel & Chuck talk about their shared passion for RIA Technology. In particular, Joel get into how RIAs can pick their tech stack, and, the pitfalls to avoid.
Nov 13, 2024
More: On Location
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E6 | Guest: Robert Collins, Partner, Partners Group
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E4 | Guest: Dayna (Siegel) Kleinman, Managing Director and Head of Business Development - Wealth Management Solutions, Monroe Capital
Jan 13, 2025
On Location
Oct 16, 2024 | CAIS E3 | Guest: Michael J. Vogelzang, CFA, Chief Investment Officer, CAPTRUST
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