Changes and Evolutions in the Industry
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the changes and evolutions of the wealth management industry. Listen to what Raj has to say regarding the complexity of addressing client needs through these changes. To listen to the full podcast, click here
Delivering ‘Wealth Planning Alpha’
A holistic approach can help advisors demonstrate the tangible and intangible value of services to clients and prospects. By Mallon FitzPatrick As published in Rethinking65 October 4, 2022 – Alpha is a term typically reserved for investing, and it’s used to describe a strategy’s ability to beat market indices. It may be referred to as […]