Choir Announces First Certified, Inaugural Partner Conferences
Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first certified events.
Source: wealthmanagement.com
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RIA Edge Podcast: Beacon Pointe's Matt Cooper
Beacon Pointe Advisors President Matthew Cooper shares the best practices for buying and selling a business.
Source: wealthmanagement.com
Mercer Advisors' Martine Lellis on Growth Through Talent Management
In the RIA Edge podcast, Martine Lellis shares her views on the intense war for talent in the RIA space, and dives into the NextGen and G2 talent shift.
Source: wealthmanagement.com
Buffalo school board suggests more school resource officers, answers questions on superintendent
Board member Larry Scott says BPS is looking at ways to beef up security beyond 2 more school resource officers at McKinley High during arrival and dismissal.
Source: wgrz.com
Plancorp's Chris Kerckhoff on Reinventing the Client Experience
Plancorp CEO Chris Kerckhoff discusses the drivers of the company's growth into a $5.1 billion RIA.
Source: wealthmanagement.com