Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...
Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...
Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
NEW YORK, May 14, 2026 /PRNewswire/ -- Better Business Advice has named Intuit Accountant Suite as a leading solution in its latest review of accounting platforms for firms seeking stronger client ...
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