Matt Heitman

RIA owners and independent advisors need to be mindful of the valuable time and resources spent on doing their own marketing or using a platform. These “solutions” may seem like a...

Would you advise your clients to manage their own portfolios? Of course, some of them could figure out how to do it—but how effective would their strategies be? And how much time...

Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from accountants, attorneys, and other...

The odds are that in the next few years, whether you’re a large firm looking to scale or a small practice looking for a strategic partner, a transaction could well be part of your...

Many wealth management firms target exclusively the ultra-wealthy. These firms often believe that one email or a couple of social media campaigns will engage that elusive...

The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to 2030 and beyond, disruptive...

WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...

BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...

CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...