Todd Sixt is the CEO of Strait & Sound. He is a successful and seasoned leader of financial service teams. Wealth management is one of those terms that many people in this field think they understand.

The main market opportunities lie in offering specialized training for family office setup, wealth management, and modern operational strategies. Key areas include intergenerational wealth transfer, ...

Modern Wealth Management provides holistic wealth management, with access to a team of specialists that cover every aspect of financial planning. Many or all of the products on this page are from ...

Immersive new initiative accelerates next-gen talent through credentialing, mentorship, and real-world client experience. HOUSTON, Oct. 8, 2025 /PRNewswire/ -- Linscomb Wealth (LW), a Houston-based ...

Financial Fitness Group, which provides financial wellness education and training resources and technology has been acquired by Aztec Software. Terms of the deal were not announced. Aztec is an ...

If you have a wealth manager you trust or have been meaning to connect with one, you may want to give them a call sooner rather than later—as their skills are about to be increasingly in demand. The ...

When Nedra Agnew was working in the U.S. foreign service, her trajectory seemed clear: she was on a path that could one day have led to an ambassadorship. Then, in the early 2000s, her partner at the ...

AI could replace many of the tasks performed in entry-level work, but RBC WM’s Head of Training and Development sees opportunity ...