A decade after becoming CEO, Birenbaum is still finding new ways to grow $50bn Buckingham Wealth Partners.
The report, developed with behavioral scientists, shows that certain personality traits can help RIAs understand how to succeed with an acquisition.
Raymond James will combine two private client group units to create a new RIA and Custody Services division.
Many in-person financial-themed conferences have gone virtual due to the current pandemic, but you can still have a great experience attending one.