CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc.

Apr 21, 2020 | Media

CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc.

Our CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc. Recorded on 4/21/2020.

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CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc.

Our CIO Shana Sissel, CAIA weighs in on how we are guiding our clients through these turbulent times this morning on Cheddar Inc. Recorded on 4/21/2020.

CIO Shana Sissel, joins TD Ameritrade Network to discuss market volatility.

Apr 15, 2020 | Media

CIO Shana Sissel, joins TD Ameritrade Network to discuss market volatility.

Our CIO Shana Sissel, CAIA joined TD Ameritrade Network to discuss market volatility. Have we seen the bottom? Take a listen to Shana’s thoughts.  Recorded on 4/15/2020.

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CIO Shana Sissel, joins TD Ameritrade Network to discuss market volatility.

Our CIO Shana Sissel, CAIA joined TD Ameritrade Network to discuss market volatility. Have we seen the bottom? Take a listen to Shana’s thoughts.  Recorded on 4/15/2020.

Is Schwab Blocking Broker Breakaways?

Jan 13, 2020 | Media

Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

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Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

Oct 1, 2019 | Media

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

Click here to read the article.

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CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

Click here to read the article.

Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

May 11, 2019 | Media

Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

Stephen Greco, founder and Chief Executive Officer of Spotlight Asset Group was recently interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.

Click here to read the article.

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Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

Stephen Greco, founder and Chief Executive Officer of Spotlight Asset Group was recently interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.

Click here to read the article.