APRIL 5, 2024

PEOPLE

Washington Advisor Wins Restraining Order Against Hightower

Patrick Donachie

Lars Knudsen called his former employer “bullies, plain and simple,” claiming the RIA made false allegations about him, including accusing him of brandishing a gun in the office.

FULL ARTICLE

RIA NEWS

Sowell Management Debuts Affiliated Insurance Business

Ali Hibbs

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

FULL ARTICLE

RESOURCE CENTER

Creating Stickiness with High-Net-Worth Clients

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Unlock the secrets of building strong, long-lasting client-advisor relationships with high-net-worth clients, offering superior service and value-added solutions that lead to client loyalty and profitable referrals

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HIGH NET WORTH

Six Steps to Avoid Family Collapse During Sudden Change

Amy A. Castoro

Don’t let the business unravel if the founder is silenced by illness or death.

FULL ARTICLE

TECHNOLOGY

The Word on WealthTech for April 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

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