The relationship between a registered independent advisor and its custodian can be critical to the firm’s success. Selecting the right custodian is one of the most important decisions RIAs will make ...

Forbes contributors publish independent expert analyses and insights. I write about self-leadership and leading others. The best leaders understand that their highest calling is to build a culture ...

Growth by M&A used to be the exception but more and more, it’s becoming the rule. Mergers are incredibly easy to get wrong and challenging to get right. Sidestepping culture is the number one mistake ...

During a meeting with the executives of one of my clients, a fast-growing consumer packaged goods company with $150 million in annual revenue, it became clear that they were having considerable ...

In rowing, the team that rows the best together will be the fastest boat. That’s not hyperbole; it’s physics. If one of the blades goes in the water even a microsecond late or early, the boat will ...

If change is the only constant in life, then 2020 has been one of the most consistent years in human history! Navigating the changes, however, is an ongoing learning curve. The pandemic — and the ...