Want Your Clients to Invest More? Educate Them, Ex-NFL Linebacker Says

Published on August 22, 2024

Brandon Copeland talks to ThinkAdvisor about financial mistakes, missing football and why he doesn't want to be an advisor.

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Diversify Advisor Network Buys Phoenix Firm, Adds Calif. Advisor To Independent RIA

August 22, 2024
Diversify Advisor Network announced that it has acquired Perspective Financial Services, a Phoenix-based fee-only firm with $290 million in assets under management.

$26B EP Wealth Hires First Chief People Officer

August 22, 2024
Megan Glover will lead the RIA's human resources functions as it grows to more than 500 employees nationwide.