A well-thought-out BCP protects client relationships and ensures the business is functional regardless of the circumstances.

Clay Young explores how his company delivers institutional-grade investment management to clients through innovative ...

Andrew Altfest reveals how FP Alpha is revolutionizing financial planning through AI, enabling advisors to offer ...

Samantha Russell dives into the game-changing impact of social search and AI on consumer behavior at the 2024 Nitrogen ...

Justin Lowry unveils how Global Beta Advisors enhances portfolio construction through cutting-edge integration with Nitrogen ...

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of ...

Aaron Klein shares transformative insights on redefining value in financial advising at the 2024 Nitrogen Fearless Investing ...

The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors ...

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

Joe Duran, CEO of RISE Growth Partners, shares key strategies for advisors to evolve and scale their businesses at the ...

At Nitrogen’s 2024 Fearless Investing Summit, Adam Holt, CEO and founder of Asset-Map Holdings, discussed the accelerating ...

At Nitrogen’s 2024 Fearless Investing Summit, Billy Oliverio, executive vice president and chief marketing officer for United ...