Financial Marketing on a New Gameboard

Published on August 13, 2025

When clients feel nervous, that's a good time to reach out.

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Rep Suspended for Execessive Trades in Senior Clients' Accounts, Violating Reg BI

August 13, 2025
The Spartan Capital rep made the trades in the accounts of two 66-year-old clients, leading to significant losses.

Why the Best Deals for RIA Sellers May Not Have the Highest Price Tags

August 13, 2025
Industry experts say even record-high valuations for RIAs are often “rational” in today’s market, but sellers and buyers face risks on the back end.