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The COO Roundtable  Episode 23

The COO Roundtable
Episode 23

In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President of Wealth Architects.  Regimen Wealth is...

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Heartbroken

Heartbroken

This tribute to Eddie Van Halen is going to seem silly to most readers, considering I never met the man, but the fact remains that I am absolutely devasted by the news of his passing today. ...

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The COO Roundtable  Episode 22

The COO Roundtable
Episode 22

In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for...

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Making a Big Firm  Feel Small

Making a Big Firm
Feel Small

The continued tear of M&A activity throughout the RIA industry has resulted in some firms reaching critical mass very quickly.  These firms are learning that with size comes all the...

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