For various reasons, a growing number of single-family offices are considering providing selected investment capabilities and opportunities to ultra-wealthy non-family individuals and families...
Peter Kaplan is a senior vice president at Integrated Partners who works closely with business owners to help them find solutions and grow their businesses...
Overall, business development is the leading concern of advisors. Finding new clients is a very or extremely important concern for 79.3% of advisors...
Meghan McCartan is the chief marketing officer for Hightower Advisors, overseeing advisor-facing marketing, thought leadership and events, and corporate/M&A initiatives...
Do you want to work with wealthier and more successful clients who can benefit from your expertise? A 2023 survey of 421 advisors shows that 64.8% are very or extremely interested in moving...
