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Dave Ramsey takes a jab at advisors future clients

Dave Ramsey took a jab at younger generations in a TV interview this week, even though they're potential clients for financial advisors.

Dave ramseyApril rudinJohnny sandquistRamsey solutionsRamsey trusted providersFox businessThree crowns copywriting

Another summer rebrand: CI Private Wealth is now Corient

CI Private Wealth, one of the fasted-growing RIAs ever, said it was rebranding as Corient, a combination of the phrase "client oriented."

United statesKurt macalpineJohnny sandquistCi financial corpImpact communicationsAdvisor groupThree crowns copywriting

As Millions Flock To Threads On Opening Day, Advisors Remain Cautious

Meta’s Twitter alternative launched Thursday amid the ongoing feud between Mark Zuckerberg and Elon Musk.

United statesJennifer lopezJosh brownJess bostJohnny sandquistTyrone ross jrSanta barbaraMeta platformsTyrone rossElliott weirMontecito capital managementMeta business suiteThree crownsBill deshurkoJeffrey apps

Advisors jumping onto Threads could create compliance headaches

Financial advisors are jumping onto Threads, but the new social media app from Meta could create a new set of compliance headaches for firms.

United statesNew yorkKim kardashianGeorge papadopoulosDouglas boneparthMark zuckerbergMitch avnetMorgan stanley etradeTyrone rossMax schatzowCullen rocheJohnny sandquistJosh brownElon muskPotomac fund managementMeta platforms inc

As Millions Flock To Threads On Opening Day, Advisors Remain Cautious

Meta’s Twitter alternative launched Thursday amid the ongoing feud between Mark Zuckerberg and Elon Musk.

United statesTyrone ross jrSanta barbaraJohnny sandquistJess bostJosh brownMeta platformsElliott weirMontecito capital managementMeta business suiteThree crownsBill deshurkoJeffrey apps

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