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CG Financial Services: Taking A Holistic Approach With Clients

Wealth Management

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

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Ways to Leverage AI in Financial Services Marketing

Wealth Management

AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles.

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Adviser links: client confidence

Abnormal Returns

(standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. kitces.com) Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. forbes.com) A ten-point Medicare primer.

Clients 245
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From Military Service to Financial Services: A Veteran's Journey of Serving Others

Wealth Management

Applying the lessons of honor and dedication to empower clients.

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services.

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Family Office Resource Group Launches To Help RIAs With UHNW Clients

Wealth Management

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

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LPL Adds Ohio OSJ with $850M in Client Assets

Wealth Management

Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.

Assets 264