wealth advisor

How a Bold Idea and a Knack for Communicating Helped One Financial Services Entrepreneur
Entrepreneurs

How a Bold Idea and a Knack for Communicating Helped One Financial Services Entrepreneur

CAIS founder Matt Brown created a platform for wealth advisors many said no one wanted. He's glad he didn't listen to the naysayers.
Tracy Byrnes | 6 min read
Prepare for the Sale of a Business in 6 Steps

Prepare for the Sale of a Business in 6 Steps

To potentially maximize the value of a deal and protect your assets, put a strategic plan in place before any papers are signed.
Mary Martuscelli | 5 min read