FERRARO-ZUGIBE

Mike Dolberg describes how he and the team at Apollon recognized the value of culture, partnership, and the freedom to serve clients—and how that realization ultimately drove their growth from $120 million in assets to $7.5 billion.

Understanding the outsized influence of Gen Z.

Buyers and sellers must commit to one another through good and bad market cycles, knowing that a divorce could be messy and expensive.

The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.

A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.

After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billion with 20 advisors on the team.

How Axtella personalizes newer consumer service options.

How Axtella is shaping industry culture for all generations.

Pay-at-closing real estate lead companies offer access to potential clients without the upfront costs typically associated with lead generation services. This model is mutually beneficial as agents only pay for leads that result in successful transactions, which minimizes risk and maximizes the return on investment. I’ll explore some of the top companies that offer pay at closing real estate leads while examining their offerings and how real estate professionals can benefit from the services. The Close’s Top Picks for Real … Continue reading “Top 8 Sources for Pay at Closing Real Estate Leads”