This is the 19th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

“It’s not about the food or wine. It’s all about the conversation,” said David Rich, founder of Palabra, which helps organizations and individuals network through sponsored dinner parties. He was ...

54 shot, 7 dead, in Chicago amid Trump's threat to deploy National Guard Filings show Ilhan Omar’s net worth up by millions of dollars The Turmoil Inside MAHA Is About More Than Just Vaccines Ukraine ...

The Arc of Washington County held a carnival for its clients and first responders to connect and build positive relationships. The event was funded by a grant from the Ethan Saylor Alliance, which ...

Advancements in artificial intelligence have the power to revolutionize wealth management — everything from lead generation to meeting notes. Yet how to compliantly integrate and use these tools is ...

Cameron Rogers isn’t averse to socializing with her clients—in fact, she feels most comfortable mixing business and fun, as evidenced by her coming women’s golf trip that includes clients. “I don’t ...

A 45-year-old Colby, Kansas, accountant has pleaded guilty to multiple counts, including taking roughly $410,000 from his longtime clients and using part of the money to build his home, according to ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Kenneth Harris, a NASA veteran who worked on ...

WICHITA, Kan. (KWCH) - A Colby accountant admitted to stealing from his own clients and lying to cover it up, according to federal court records. Quintin Flanagin, 45, lied about how he was using ...

WICHITA, Kan. (KSNW) – A Colby accountant under federal indictment has admitted to defrauding his customers. Quintin Flanagin, 45, of Colby, was federally indicted in Wichita in April 2024 on charges ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...