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Category: News & Press

RIA Channel, The Deep Dive Podcast

Jay Hummel · Feb 28, 2022 ·

News & Press

The Indie Advisor Podcast, The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix, February 8, 2022

John Phoenix · Feb 18, 2022 ·

Episode 1: The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful.  John Phoenix shares this sentiment. After years in the industry and multiple successful ventures under … [Read More]

News & Press

Inside Information, Bob Veres’ Inside Information, Consulting From the Inside Out, October 2021

Jay Hummel · Oct 5, 2021 ·

News & Press

City Wire, $1.7bn Arkansas team sets up WAGN-backed RIA, April 13, 2021

Jay Hummel · Apr 13, 2021 ·

A four-advisor, six-staffer team in Little Rock, Ark. previously affiliated with Stephens has set up a new RIA backed by consultancy Wealth Advisor Growth Network (WAGN). Bentley Blackmon (pictured) serves as chief executive of the new firm, which is known as Naviter Wealth. The ex-Stephens staffers managed a combined $1.7bn in assets across roughly 80 families … [Read More]

News & Press

LibertyFi, Jay Hummel on Secrets to Scale, March 30, 2021

Jay Hummel · Mar 30, 2021 ·

News & Press

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Recent News

  • RIA Channel, The Deep Dive Podcast
  • The Indie Advisor Podcast, The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix, February 8, 2022
  • The Deep Dive with Jeff Dekko, CEO of Wealth Enhancement Group
  • The Deep Dive with Bob Oros, Chairman and CEO of Hightower
  • Inside Information, Bob Veres’ Inside Information, Consulting From the Inside Out, October 2021
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