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RIAs face critical need for the 'right people'

RIAs face critical need for the 'right people'
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Advisors can serve as doctors' 'objective voice'

Lauren Oschman, CEO of independent firm Vestia, talks about the personal background that led her to her niche of serving doctors.

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Next-gen advisors 'demanding more ownership' of their firms

Next-gen advisors 'demanding more ownership' of their firms
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It's Official! Client Niche Drives Growth | Wealth Management

Knowing exactly who are you trying to serve has benefits beyond just marketing.

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Financial adviser names new CEO in Nashville

Lauren Oschman has been with doctor-focused firm since 2018

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