June 5: Wicked Good Succession Summit

June 5: Wicked Good Succession Summit

This event is for you wherever you are in your career. This full day event will connect firms and advisors while covering what you need to know about successful succession planning.  Hear from experts on tax planning, what the current RIA M&A market looks like,...
May 29: Webinar – Advocate for Your Fee

May 29: Webinar – Advocate for Your Fee

Join the FPA of New England and Brian Fitzgerald, Senior Investment Consultant, Clark Capital, CFS ®, BFA ™ for Advocate for Your Fee – What Most Financial Advisors Get Wrong About Client Communication. As Financial Advisors, we all know that we need to consistently...