
David Montgomery on Building Dynamic Adviser-Recordkeeper Partnerships
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships? Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to
What Makes the Best Dynamic Adviser-Recordkeeper Partnerships? Advisers tell us what they look for in recordkeepers, from a willing approach to administrative grunt work to
Originally posted on ^exponent Not Your Average RIA Bo began his career at Ernst & Young, where he spent six years in financial services before
In Episode 083 of The Connected Advisor podcast, our Co-Founder and CEO, Nate Lenz, delved into the strategies behind building a championship Registered Investment Advisor (RIA) firm. Drawing
For a while now, Malcolm Ethridge, founder of Capital Area Planning Group, has followed a strict philosophy when it comes to hiring. “I exclusively look
January 16, 2025 In this week’s Barron’s Advisor Big Q, they asked top financial advisors for their 2025 business goals and priorities, and our CEO
January 14, 2025 At Concurrent, we know that endurance is key—not only in achieving personal goals but also in building a successful wealth management platform.
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