RIA Edge

RIA Edge


From Practice to Platform: Strategic RIA Growth With Stan Gregor

October 27, 2021

With more investors seeking out financial advice than ever before, RIAs are in a position to capitalize on an evolving mix of investing, planning and technology developments that can create long-term business growth.   In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Stan Gregor, CEO of Summit Financial. … Continue reading From Practice to Platform: Strategic RIA Growth With Stan Gregor →