Jan 31, 2023
Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors...
Jan 17, 2023
On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we...