In the premiere episode, Liz and Audrey Rose sit down with Laurie Kamhi and Brooke Levey of LCK Wealth Management, a HighTower Advisors’ office in New York. Ms. Levey describes how Ms. Kamhi helped her grow from a client service administrative associate into a certified financial planner professional managing the next generation of rising professional clients, and Ms. Kamhi explains what the business was like 25 years ago and the importance of having an intergenerational advice team.
Check out the first episode of this podcast series here. Choose your favorite way to listen and subscribe: On your computer, Apple Podcasts, Spotify, Google Play or Stitcher.
Dr Jeffrey Roach says a 19th-century paradox explains why efficiency gains may lift labor demand.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
