Equity

#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers – Go Health Pro

by
#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers – Go Health Pro

Welcome everyone! Welcome to the 426th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jennifer des Groseilliers. Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households. What’s unique about … Read more

BGL was honored to accept the Diversity Award from the Black Law Students Association of the University of Maryland Carey School of Law in recognition of our ongoing efforts in diversity, equity, inclusion, and belonging. – Go Health Pro

by
BGL was honored to accept the Diversity Award from the Black Law Students Association of the University of Maryland Carey School of Law in recognition of our ongoing efforts in diversity, equity, inclusion, and belonging. – Go Health Pro

Brown, Goldstein & Levy is honored to receive the annual Diversity Award, presented by the Black Law Students Association (BLSA) at the University of Maryland Francis King Carey School of Law. The award is presented to an organization in the greater Baltimore-Washington, D.C. area that advances diversity and inclusion of attorneys in the legal profession. … Read more

#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

by
#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. – Go Health Pro

Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What’s unique about David, though, is … Read more

From private equity to IPO: 3 capital pathways for insurance brokerages | Insurance Blog – Go Health Pro

by
From private equity to IPO: 3 capital pathways for insurance brokerages | Insurance Blog – Go Health Pro

The insurance brokerage industry has long relied on M&A as a core growth strategy, fueled by accessible, low-cost capital and strong free cash flow generation. While recent Federal Reserve rate cuts have provided some relief, deal volume in 2024 was still down nearly 20% compared to 2023. Despite M&A headwinds, brokers continue to face significant … Read more

USA Insurance Companies with the Best Diversity and Inclusion Programs | 5-Star Diversity, Equity, a – Go Health Pro

by
USA Insurance Companies with the Best Diversity and Inclusion Programs | 5-Star Diversity, Equity, a – Go Health Pro

Jump to winners | Jump to methodology One for all, all for one “If you back off from your DE&I commitment right now, you’re sending a very strong message to your employee base that you’re only there to support when it’s convenient to do so,” says Aaisha Hamid, vice president of diversity, equity, and inclusion at … Read more

x