Shannon Larson discusses how she and her team manage a shared service model and help advisors navigate alternative investments.
David Copeland discusses his approach to investing and how alternatives play an important role in his clients’ portfolios.
Ben Harrison shares 3 of the biggest challenges and opportunities facing advisors from his unique perch at Pershing.
Matt Brown makes a strong case for adding alternative investments to your portfolios.
Rohit Bhargava discusses some key trends from the 2019 edition of “Non-Obvious” that financial advisors are going to want to pay special attention to
Dan Moisand shares his perspective on how the industry has changed and steps advisors can take to improve their value
Michael Nathanson offers some tips on creating inspiration, innovation, and growth in your business, and also shares memories of a couple of his Harvard Law School classmates whose names you'll definitely recognize (hint: think President and Supreme Court Justice)
Dynasty's founder, Shirl Penney, discusses the core services that RIAs have to provide their clients to remain independent
Trend forecaster and idea curator Rohit Bhargava discusses 15 non-obvious trends and how to apply them to your business