Media Summary: Matthew Magill, Director, Global Wealth Solutions, Head of In this special “Best of 2025” episode, David Lau David Lau revisits powerful insights from John Thiel, Matt Regan, and Megan ... This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about ...
Rias And The Evolving Landscape - Detailed Analysis & Overview
Matthew Magill, Director, Global Wealth Solutions, Head of In this special “Best of 2025” episode, David Lau David Lau revisits powerful insights from John Thiel, Matt Regan, and Megan ... This week, David Lau talks with Brian Saunders, Managing Director and Head of Private Equity at Atlas Merchant Capital, about ... Financial advisors have historically faced a major barrier when considering the Mergers and acquisitions are one of the big trends in the advisory industry this year and, despite the COVID-19 pandemic, they ... As the leader of Dynasty Financial Partners' Investment Banking division, Harris brings over 15 years of financial services ...
AI adoption in financial advising is still in its early stages. The competitive What if your financial data could talk? Would it reveal new secrets about your clients, business, and the future of wealth ... In Episode 25 of the Dakota Research Podcast, we examine how the
