Fiduciary

Owner Life & Legacy

Join us for a live Webinar – Creating Personalized High-Net-Worth Experiences

Stacy Deru

Opus Strategy Group

9 months ago

COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values, beliefs and goals. Soon

Sep 10, 2024 1 min read Utah

Member News

Craig Decker Named To Forbes List of Best-In-State Wealth Advisors 2023

Craig Decker

Alex. Brown

2 years ago

Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among

May 1, 2023 1 min read Maryland

Popular

What's Trending

Member News

The Only Number That Matters: Shedding Light on the Loss Ratio Illusion

Louis Bernardi

BritePath aka Group Planners Inc

5 days ago

Jun 16, 2025 1 min read Tri-State

Business Value Growth

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

Louis Bernardi

BritePath aka Group Planners Inc

1 week ago

The healthcare system often feels like a maze, where confusion reigns and the cost of care seems arbitrary. Plan sponsors and employees alike are

Jun 12, 2025 5 min read Tri-State

Practice Tips

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

Tom Bixby

EvaluSys LLC 2 weeks ago

Many advisory client relationships face severe headwinds due to factors such as the client’s previous experience with advisors, attitude toward change, and openness to

Jun 6, 2025 1 min read Charlotte Advisor Resource

Business Value Growth

New Version of I-9 Form Published

Robert Brody

Brody and Associates, LLC

2 weeks ago

The U.S. Citizenship and Immigration Services (USCIS) has published a new version of the I-9 Form. This latest version features only a handful of

Jun 6, 2025 1 min read Tri-State

Business Value Transfer

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

When it comes time to sell a business, many owners are shocked to realize how much of their hard-earned value will go to taxes.

Jun 5, 2025 1 min read Nashville

Owner Life & Legacy

Inspired by the Competition: How One Company Chose an ESOP

Drew Bringhurst

Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)

2 weeks ago

At Executive Financial Services, we often talk about the strategic power of Employee Stock Ownership Plans (ESOPs), but one client story stands out as

Fiduciary

Join us for a live Webinar – Creating Personalized High-Net-Worth Experiences

Craig Decker Named To Forbes List of Best-In-State Wealth Advisors 2023

What's Trending

The Only Number That Matters: Shedding Light on the Loss Ratio Illusion

Healthcare as a Consumer Product: Navigating the System with Price and Quality in Mind

Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success

New Version of I-9 Form Published

The Tax-Smart Exit Strategy Business Owners Shouldn’t Overlook

Inspired by the Competition: How One Company Chose an ESOP

Explore the Knowledge Exchange

Make XPX Part of Your Business Plans

Explore

Learn

Account

Connect

Help & Support