Finance
How Fruitful is Reshaping the Role of Advisors
In this episode of RIA+, Emigrant's Mark Bruno sits with Sam Lewis, the founder and CEO of Fruitful, a financial wellness solution that provides its
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Finance
Inside the Mind of the NextGen Advisor: Novare Capital
In this episode of RIA+, Mark Bruno goes “Inside the minds” of four Next Generation advisors who are with Novare Capital, Emigrant’s newest partner firm.
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Finance
How Artificial Intelligence is Re-Shaping the Business of Wealth Management
Increasingly, RIAs are embracing Artificial Intelligence as more firms look for ways to improve their productivity and efficiency - and particularly as
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Finance
Pure Financial Advisors: Aligning an Organic Growth Machine with Strategic M&A
Pure Financial Advisors is widely recognized across the RIA industry as an organic growth machine. But the firm also closed two significant acquisitions
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