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Qualified Small Business Stock (QSBS) Definition and How It Can it Help Your Business

In The Advisor Corner this month, Tyler Stoviak, director and client advisor at Simon Quick Advisors, shares the benefits of Qualified Small Business Stock for entrepreneurs. Simon Quick Advisors is a Financial Advisory Firm on the Harness Wealth platform.

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Impact Investing: An Interview with Lauren Sercu at Sepio Capital

We sat down with Lauren Sercu, who leads their Impact Investing practice at Sepio Capital, to learn more about how the practice works for clients who want to mission-align their investment assets. Sepio Capital is a Financial Advisory Firm on the Harness Wealth platform.

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From PwC to Starting an Independent Wealth Management Firm: An Interview with Jim Hagedorn at Chicago Partners

We sat down with Jim Hagedorn, Founder & Managing Partner at Chicago Partners Wealth Advisors, to learn more about their holistic approach to wealth management. Chicago Partners is a Wealth Management Firm on the Harness Wealth platform.

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Regulation Best Interest (“Reg BI”): Who is this Good For?

Augustine Hong, CEO and Co-Managing Partner of Alexandria Capital, shares his insights on SEC's recent Regulation Best Interest ("Reg BI"). The question Augustine poses is, "Does Reg BI actually help the end client?" and dives into how investors need to think about Reg BI's application to RIAs vs. Broker Dealers.

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An Interview with Ryan Belanger and Jennifer Street at Claro Advisors

Our CEO, David Snider, sat down with Ryan Belanger, Managing Principal & Founder, and Jennifer Street, Chief Operating Officer, at Claro Advisors, to learn more about their business and their advice to clients. Claro Advisors is a Boston based financial advisory firm on the Harness Wealth platform.

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How Independent Advisors Build Loyalty

In a world where innovation has created significantly more consumer choices and consolidation has resulted in industry leaders having more cost and operational advantages, how do independent financial, tax and legal advisers survive and thrive?

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Questions for Selecting an Advisory Firm

Finding the right advisors for you consists of both finding ones with the right skillsets for your unique needs as well as the right levels of service. There is no substitute for speaking directly to an advisor before making a final decision. Here are some guidelines to consider when evaluating an advisory firm.

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An Interview with Leo Marzen at Bridgewater Advisors

Our CEO, David Snider, sat down with Leo Marzen, co-founder of Bridgewater Advisors, to learn more about his business and his advice to clients. Bridgewater Advisors is a New York based financial advisory firm on the Harness Wealth platform.

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