Oct 23, 2023
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Featured News
King of Kansas
Peter Mallouk, owner of Creative Planning, owns a piece of a baseball team and has built a firm potentially worth billions.
Bob Oros brews up growth at Hightower
From scaling the executive ranks to the craft brewery business, CEO keeps his ‘eternal focus’ on one thing – the customer.
How to unravel complicated 2023 RMD rules
It’s no simple task to determine which clients are subject to required minimum distributions this year, and which aren’t.
What’s behind financial planning renaissance?
Industry insiders explain the transformation from a time when investment selection was king to a more complicated era for clients, who want their lives to have meaning, purpose and legacy.
‘Murky disparity’ stalls progress
Recent claims of pay discrimination, retaliation and sexual harassment have served as a painful reminder that progress for women in the financial advice industry is not a straight line.
What next after summer sale?
Insiders say Goldman’s new strategy is less a retreat from the RIA marketplace than a realignment.
