Your Firm Was Taken Over! Now What?

Published on March 12, 2025

While change is inevitable, advisors need to be patient. Here are eight steps to consider.

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How to Avoid Lawsuits When Switching Firms

March 12, 2025
The rules are simple, but it's vital to follow them exactly, lawyers Brian Carlis and Scott Unger say.

Road to Exchange: Kyla Scanlon on Human Economics

March 12, 2025
On the latest Road to Exchange, VettaFi’s Roxanna Islam interviewed author and Bread founder Kyla Scanlon. Scanlon is most known for her work as an influencer and her widely praised book, “In This Economy?,” Scanlon, who dissects and comments on markets in a unique way, will be speaking at the Exchange conference.