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Cresset acquires $1 7B True Capital Management

True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.

United statesRichard shermanLiz nesvoldMarshawn lynchEric beckerAlbert pujolsLogan ryanJulie littlechildDeandre aytonDiana taurasiHeather goodmanDoug raetzNneka ogwumikeBreanna stewartSmith barneyCapital management

Advisor Innovations: Julie Littlechild on the Engagement Engine

Absolute Engagement's Julie Littlechild discusses taking client engagement feedback to the next level.

David armstrongJulie littlechildAllianz life insurance company of north americaAllianz life insurance companyAbsolute engagementEngagement engineWith julie littlechildWith david armstrong

Absolute Engagement launches fintech to digitize client feedback

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market.

Joe martinJulie littlechildMatt brinkerAbsolute engagementAbsolute engagement engineEngagement engineSan francisco bay

AdvisorTech: Turning Prospects Into Clients

Advisor-focused tech leaders spoke to a panel at the Exchange ETF conference in Miami Tuesday on turning prospects into clients.

Zach conwayJulie littlechildJosh smithMatt glazerChris fieldJames crockettRitholtz wealth managementMichael batnickMiami tuesdayCrockett familyAbsolute engagementAbsolute engagement engineXchange traded fundsStock marketClient intakeXchange an etf experience

New Study a Reminder that Advisors Must Adapt to Investor Needs During Uncertain Times

New Study a Reminder that Advisors Must Adapt to Investor Needs During Uncertain Times
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United statesJulie littlechildSeanr waltersMaureen walkerInvestments wealth instituteMembers of the instituteWealth instituteReport canadaWealth institute chief executive officer seanCertified investment management analystCertified private wealth advisorRetirement management advisorChief executive officer julie littlechild

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