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Words In Edgewise
Words in edgewise from wealth management leaders
Guidance beyond “ordinary course” industry conversations to deliver special insights on special topics for wealth management firms and financial advisors.
28 posts
FMG Suite’s Susan Theder & Ajax Investment Partners’ Adam Malamed Named WSR Growth & Innovation Awards Judges
Industry Leaders Theder & Malamed To Help Select Winners Of Hybrid RIA / Independent FA Group Of The…
New Year’s Resolution for FAs – Take a Pause for Yourself and Your Clients
Krishna Pendyala Counsels Us to Pause, Grieve and Heal from Pandemic-Driven Emotional Pain Fresh out of college, we…
Real Estate Roundtable: Should Your Clients Pay Off Mortgages Before Retirement?
For Thanksgiving, Home Is Where The Heart Is – But How Much Of Your Retirement Capital Should Be…
Going Multi-Custodial Can Just Drive Unnecessary Clutter
For IBDs, RIAs and Independent FAs, Utilizing a Single Custodian Can Drive a Superior Operating and Service Experience…
Human Capital Corner: FAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service
With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper…
Estate Planning Lessons from the Bill and Melinda Gates Divorce
High-Profile – and Antagonistic – Divorce Underscores Why Financial Advisors Must Probe Clients on Personal Lives Do you…
How FAs Can Win More CPA Friends and Drive Referrals from Tax Advisors
Collaborating Productively with Tax Advisors to Encourage Referrals and Drive Superior Client Outcomes Come Down to a Few…
Advisor M&A FOMO is Real – Hybrid RIA Groups Can Be Part of the Solution
As the Wealth Management M&A Boom Continues, Hybrid RIAs Offering Equity Ownership Can Stand Out in Attracting Independent…
Legal Jeopardy? “Return to Office” Liability Risks for Wealth Management Firms
Veteran Wealth Management Industry Attorney Scott Matasar on Where the Real Legal Risks Are – And Where They…
Human Capital Corner: The Chief HR Officer as Chief Transformational Officer?
Cecile Munoz and Ellen Stanley Discuss “Unlocking the Whole Human” Approach to Attract, Engage and Retain Top Talent…
