Media Appearances
Below are a selected list of our press and media appearances. If you’re a press representative or would like an up-to-date media pack, please get in touch.
ARTICLE QUOTES
SEC defendants cry foul over one of Gensler’s last cases
Closing loopholes or blocking access? Reactions to the final DOL rule
Older clients, newer services — why one RIA added an expert in aging
DOL issues final retirement advice rule, setting up potential court fight
Business entities affect taxes and M&A — how RIAs weigh the choice
ARTICLE QUOTES
PODCAST INTERVIEW
Stop Viewing Compliance as Your Business-Prevention Department
EVENTS & CONFERENCES
NAPFA Spring Conference 2025
NAAIM Uncommon Knowledge National Conference 2025
Kitces CE Day 2023, 2024
RTS Tax Summit Conference 2023
CPAlliance 2024
AAAA WIIN Conference 2024
Nitrogen Conference 2023, 2024
Invest in Women Conference 2022, 2023, 2024