Heather Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is Partner in Charge of the West Hartford office. She practices in the areas of estate planning, estate... read more →
In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that... read more →
For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust firm that provides much more than just tax... read more →
Chris Winn is founder of AdvisorAssist and has over 23 years of investment management industry experience with a focus on regulatory compliance, business transitions and operations and technology matters. Prior... read more →
Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us today to discuss their recently authored peer-reviewed white paper for... read more →
Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this... read more →
Mergers and acquisitions are a hot topic in the trade press these days. What then are the causes and formative factors behind the increased M&A activity being seen in the... read more →
Despite advisor’s best efforts to the contrary, many amateur investors insist on trying some variation of “timing the market” philosophy to guide their investment activity. The myth is that if... read more →
Helping military and federal government families is a special niche, one that requires some specialized knowledge and a level of empathy that not too many advisors can showcase. Their needs... read more →
Have referrals started to dry up, is your pipeline of new business getting shorter and shorter, is it taking you longer to find and identify prospects? If the answer to... read more →
