Category: Uncategorized

WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.

Becoming a real estate agent is an exciting journey that involves mastering the real estate market and adapting to client needs. While all types of real estate agents are required to take education courses to earn a real estate license, you can choose to work in different roles, each requiring a unique set of skills. From first-time homebuyers to luxury listings, you can handle a wide variety of transactions or choose to specialize in a particular niche. Let’s break down … Continue reading “The 6 Types of Real Estate Agents”

A novelist does real-world research for his debut, Ways and Means.

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

The founder and president of Affiliated Advisors discusses the crucial rule networking places in succession planning, navigating change and more.

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.

Understanding the outsized influence of Gen Z.

Buyers and sellers must commit to one another through good and bad market cycles, knowing that a divorce could be messy and expensive.

The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.