Guest Spotlight: Danielle Learned
About Danielle Danielle Learned is the Chief of Staff and Head of Sales Execution at Horizon Investments. In addition to her duties at...
In the News
How Model Portfolios Help Advisors and Firms Grow Net New Assets
Today’s typical financial advisor has shed (or shredded) their business dress for a hoodie, baseball cap, and whistle. Investors are...
The Power of Doing Common Things Uncommonly Well
The allure of the newest flashy tech trends often overshadows the core of what truly drives success. We romanticize complexity when the...
Guest Spotlight: Tom Buckingham
About Tom Tom Buckingham is the chief growth officer at Nassau Financial Group. He started in the financial services industry as an...
Virtual Team Building—The New Superpower
The Earth hurtles through space in its orbit around the sun at a speed of 67,000 miles per hour, spinning on its axis at 1,000 miles per...
Leaders Predict How AI Will Change the Insurance Industry
What are the key ways that generative AI and large language models will impact and change customer experience in the insurance industry in...