Triad Partners Appoints CTO, COO

Published on March 12, 2025

The new appointments are key to integrating Triad’s wealth management and insurance services.

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IWI Focuses on BeFi, Family Dynamics with CPWA Changes

March 12, 2025
The changes, which take effect September 2025, expand the CPWA’s curriculum related to human dynamics, tax planning and specialty client strategies.

The EV Shakeout

March 12, 2025
Roll back the odometer to 2021 and the electric vehicle (EV) revolution looked unstoppable.