Is an OCIO the Secret to Acquisition Success?
In Q1 of 2022, Fidelity’s Wealth Management M&A transaction report listed 58 deals, up 26% from this time last year. But with recent inflation set to transform the...
Finance’s Key Role in Building the Data-Driven Enterprise
For well more than a decade now, business publications, consulting firms, technology vendors, and research firms have issued a steady stream of articles and commentary heralding...
10 Key Phrases for 2022
Communication with clients and conveying the importance of benefits is more important than ever, especially when you can’t meet them face-to-face and often have to connect...
101 Channel Executives Who Are Driving Change Through Diversity, Equity & Inclusion
While organizations in the channel are often acknowledged for DE&I programs they’ve launched, it’s the people at the grassroots level who get things started...
The Future of Mergers & Acquisitions in the Channel
But the M&A isn't relegated to huge vendors. We're seeing MSPs both nationwide and around the world gobble each other up at a record clip. What does this mean for the...
Planning for a Successful 2023: Agency of the Year Award Winners Roundtable
Date: Tuesday, November 15, 2022 Time: 2pm ET | 11am PT Cost: Complimentary Editorial Webcast Sponsored by: Nationwide This is your chance to glean insurance...
