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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
The SECURE act was a big focus for RIAs in Q1, and we worked with a number of firms to share blog articles, social posts, and podcasts on this landmark piece of legislation.
When it comes to messaging around complex topics, it’s important to break down the news into short, impactful takeaways. We thought this article from Forbes did a good job of doing just that by sharing the “6 ways” that investors may be impacted by the legislation.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
Articles
November 8, 2024
Articles
September 8, 2024
Articles
June 7, 2024
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.