Focus Financial Partners laid out its lofty growth goals for the next four years, with plans to reach $4 billion in revenue, $1.1 billion in EBITDA and 125 partner firms.
Richard Saperstein discusses his decision to affiliate with Hightower Advisors, describes Treasury Partners’ unique business model, the secret to the firm’s success and much more.
Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022.
Canvas Wealth Advisors co-founder Drew Waldron discusses the adventures his firm plans for clients and prospects that sets them apart from their competition.
This session on Monday, Dec. 20th reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.
.png){kind=small}
.png){kind=small}
