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...
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...
Meghan McCartan is the chief marketing officer for Hightower Advisors, overseeing advisor-facing marketing, thought leadership and events, and corporate/M&A initiatives...
Overall, business development is the leading concern of advisors. Finding new clients is a very or extremely important concern for 79.3% of advisors...
