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.
Inflation delays treatment while insured patients still fight for medication access
Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
