Inside Levi Pettit and Dornick’s Long-View Approach to Legacy Financial Planning
Wealth transfer across generations is one of the most complex challenges in modern financial planning—not because of the technical tools involved, but because of the human dynamics behind them. Levi... Read More
Inside the Gen-Z Investing Boom: 4 Technologies Driving Inclusivity for Wealth Management
It’s official. Gen Z is a generation of investors. With emerging technology helping to break down barriers for young investors at a faster pace than ever before, we could be... Read More