Nitrogen

Yrēfy's Laine Schoneberger shares their mission to expedite debt relief through an innovative investment opportunity.

Shannon Spotswood highlights the importance of Talent, Technology, and Time for RIA success through differentiation and life-centric planning.

Siddhartha Oza discusses how Sora Finance is addressing the need for comprehensive financial advice, including often-overlooked liabilities.

Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.

Wealth advisors shifting to financial life planning. Steve Leivent from SS&C Advent advises on tech adoption and focus.

RIAs face growth pressure. AdvisorEngine’s Rich Cancro discusses the shift from referrals to marketing for organic growth.

Chris Hiestand discusses shifting RIA custody dynamics and advisor preferences.