Tag: Practice management

On Our 15th Year

Our mission to help you—and us, too—better understand the issues you face, and give you strategies to help resolve them, continues.

Kathleen Kelly

On Marsh McLennan acquiring Compass Financial Partners.

PANC 2021: Telling Your Story

Financial advisers have new opportunities when it comes to marketing, branding and thought leadership, but there is fine line between what is trendy or new and what goes against policy.

Career Mentor or Advocate?

Underrepresented groups are advancing in financial services, but what helps the most is having a workplace advocate—someone to champion their abilities when they’re not in the room.

Dick Darian

CEO of Wise Rhino Group talks M&As.

New WIPN Research Compares ‘Advocates’ and ‘Mentors’

Mentors are like gurus—they are critical sources of information and inspiration—but the group says a true workplace ‘advocate’ can do a lot more to help people from underrepresented groups succeed in the financial services industry.