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Brian Portnoy is the co-founder of Shaping Wealth, a Chicago-based firm that educates and trains financial advisors, companies and investors on behavioral finance concepts. An expert on the psychology of money, he is the author of The Geometry of Wealth.
/PRNewswire/ -- Kicking off its investment in RFG 3.0, the next evolution of our cutting-edge platform for independent registered investment Advisors, RFG...
Here they are. The first set of shortlists for the Professional Adviser Awards 2023…
The year is coming to a close, and Exchange 2023 is right around the corner. Here are the top 4 things to look forward to at the event!
There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…