Bryan Schneider

Affluent investors are gravitating toward advisors who combine flexibility with institutional-grade support The other day, one of us received a call from a former colleague – a friend – who asked how we were doing since we reopened our practices as independent advisors. We told them the truth: the experience was nothing short of transformative, that we had gone from receiving a referral per year to more than dozens of referrals in a few years.

By Eric Knight, Gianna Ravenscroft and Bryan Schneider · April 28, 2026, 5:18 PM EDT In recent years, a growing trend toward increased regulation of financing extended to small and midsize businesses has developed.... To view the full article, register now.