Recent

The Debate Over Remote Work

For wealth advisors and RIAs, the debate over remote work isn’t just a headline—it represents a broader shift in economic trends and client needs.

Rescue Your Clients From Real Estate Headaches And Triple Your AUM

The logic behind our next webinar, sponsored by Origin Investments, is as easy as it is compelling. What if there was a tax-friendly vehicle that can accept the proceeds from a real estate sale, liberating your clients from the hassle of managing their own units and giving you a great talking point in the process? With the right paperwork, you can even charge a management fee on the assets.