Clay Young explores how his company delivers institutional-grade investment management to clients through innovative ...

Samantha Russell dives into the game-changing impact of social search and AI on consumer behavior at the 2024 Nitrogen ...

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing ...

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer ...

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of ...

The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors ...

At Nitrogen’s 2024 Fearless Investing Summit, Billy Oliverio, executive vice president and chief marketing officer for United ...

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating ...

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at ...

Joe Duran, CEO of RISE Growth Partners, shares key strategies for advisors to evolve and scale their businesses at the ...

The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the ...