US Rep. Devin Nunes (R-CA) on the left, former President Donald Trump and North Dakota Governor Doug Burgum during the 2024 Republican National Convention in Milwaukee, Wisconsin, on July 17, 2024. PATRICK T. FALLON / AFP US President-elect Donald Trump on Saturday, December 14, named loyalist Devin Nunes, who heads his social media platform Truth … Read more
How much to charge for financial advice is rarely a decision made lightly. A firm’s pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid … Read more
Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. What’s unique about Kevin, though, is how … Read more
By Sharon Krevor-Weisbaum, Eve Hill, and Jamie Strawbridge Last month, the President’s Committee for People with Intellectual Disabilities released a new report intended to help ensure individuals with intellectual and development disabilities (I/DD) have the support they need to live independently and meaningfully engage in their communities. The report focuses on the importance of high-quality … Read more
By Sharon Krevor-Weisbaum, Eve Hill, and Jamie Strawbridge Last month, the President’s Committee for People with Intellectual Disabilities released a new report intended to help ensure individuals with intellectual and development disabilities (I/DD) have the support they need to live independently and meaningfully engage in their communities. The report focuses on the importance of high-quality … Read more
