Author: narayan

http://www.angusadvisorygroup.com/ Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, and an Adjunct Professor at

Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast with guests Pete Walther (President & CEO, Marsh McLennan Agency Private Client

When Repp Lambert started at Northwestern Mutual about 29 years ago, he focused on insurance and was only “dabbling a

The stock market is never a perfect reflection of the underlying economy.  Yet financial advisors are noting a growing divide,

There were two announcements about AI notetaking integration for the popular Orion Redtail CRM this week.  First, GReminders announced an

Add another item to the list of how artificial intelligence is promising to help advisory practices: boosting organic growth.  According

Concurrent Investment Advisors, a Tampa, Fla.-based hybrid registered investment advisor, has recruited a father-daughter team to its platform. The Fehrman

Orion has moved its in-house AI integration platform from beta to enterprise level, executives said during the Omaha, Neb.-based wealthtech

Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has added Heather

Wealth management has reached an inflection point — not driven by another technology cycle, but by the limits of its