We’re excited to announce our upcoming webinar Best Practices in Financial Advisor Succession Planning, scheduled on Wednesday, June 22, 2022, at 1:00 PM CT. By now, those of us working in the financial advice industry are well aware of the looming advisor shortage....
We're excited to announce our upcoming webinar Best Practices in Working With Your Third-Party Broker-Dealer scheduled on Wednesday, March 17, 2021 at 1:00 PM CT. In this webinar, we explore how your investment services program can get the most out of your third-party...
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Minneapolis, M.N. – Jan. 19, 2021: Terrapin Technologies today announced a new trade...
Does your investment program lack a complete picture of your client’s wealth across the organization? Are you looking for new ideas on collaborating with the financial institution to boost referrals and drive growth? If either of these resonates with you, then join us...
Are you confident you're getting the most out of your data? Does your firm struggle with seeing the big picture? Do you need to overhaul your advisor compensation plans? If any of these resonate with you, then join us at our upcoming webinar Leveraging Data in Raymond...