Trust at the heart of Zhang Financial's success

Lynn Chen-Zhang, CEO of Zhang Financial and named in InvestmentNews' inaugural Hot List, talks about the firm's trustworthiness, fee model significance, and the pivotal role of company culture in an interview with Gregg Greenberg.
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How technology can empower, not replace, advisors

How technology can empower, not replace, advisors

StraightLine, led by President and CEO Michael Bisaro, AIF®, stands out as a beacon of fiduciary leadership and client education in the wealth management industry.

StraightLine, led by President and CEO Michael Bisaro, AIF®, stands out as a beacon of fiduciary leadership and client education in the wealth management industry.

Empowering Independence: Danielle White, CEO of Myriad Advisor Solutions — InvestmentNews Rising Star 2025

Empowering Independence: Danielle White, CEO of Myriad Advisor Solutions — InvestmentNews Rising Star 2025