Top advisors are solving problems better, not just selling harder. Learn how captives deliver transparency, control, and stability.

Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful succession and continuity planning can serve as an ...

Today’s legal clients expect more transparency, responsiveness, and value at every stage of their journey. The firms that thrive are those that treat client experience as a measurable, strategic ...

Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a ...

In an era of rapid change and increasing client expectations, fostering authentic relationships and prioritizing effective communication are essential for sustainable growth. Lawyers who strive to ...

HOUSTON, Sept. 29, 2025 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory (RIA) firm, has announced it has surpassed $1 billion in assets under ...