From Wealth Management
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
From Wealth Management
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Summary: Joel Bruckenstein reflects on the 20th anniversary of T3, and celebrates the growth and evolution of the financial technology community.
From Financial Advisor IQ
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Summary: More than 60% of advisors think their website is ineffective at generating leads, according to a recent Broadridge report. An incomplete marketing strategy may be the reason, consultants say.
From Advisorpedia
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Summary: I’ve written about the benefits of a customer-centric culture. They are plentiful! One of the benefits that should be added to that article is the fact that this type of culture truly brings the organization together. That shouldn’t be unique to a customer-centric culture; whatever type of culture you design should do the same, except…
From Family Wealth Report
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Summary: Our US correspondent talks to senior wealth management industry figures about what they think are the likely important themes for the sector in 2024, touching on subjects such as the role of private equity in consolidation, and artificial intelligence.
