In a discussion during last week’s WealthManagement EDGE conference, Chequers Financial Management founder Megan Gorman and Facet Wealth co-founder Brent Weiss discussed tech, fee clarity and subscription vs. AUM.
Speaking at the recent Wealth Management EDGE conference, the RIA deal-maker said the math points to a 15% market decline reducing a firm’s valuation by 46%—unless internal adjustments can be made.
Discover how financial professionals are taking their business to the next level using technology and analytics to streamline processes that allow them to exceed client expectations.
More actively managed ETFs have launched this year than traditional passive portfolios. Yet managers still face the challenge of convincing advisors they can outperform index-based funds.
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Join Age Wave co-founder, Maddy Dychtwald, on June 22nd, for an in-depth discussion on how financial professionals can implement and adapt to change to address the needs and challenges women face in planning for retirement.
Green Street’s David Bragg discusses how the surge in perpetual capital fundraising is creating ripple effects in the broader commercial real estate market.
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