US News asks owner Leila Shaver her thoughts on M&A in the industry and what we can expect....
Jeff Berman quotes Leila Shaver on the new Marketing Rule and what advisers can expect as the SEC...
Expert Interviews by Greg Vigrass, President of Folio...
With Leila Shaver and Mark Schatzow Listen...
US News Article by Kate Stalter: Compliance experts say advisors must proceed with caution. Read...
Wealthtender developed Certified Advisor Reviews™ under the guidance of Leila Shaver, founder of...