Firm Wins AAM 2020 Marketing Achievement Award

…expert category judges reviewed and judged more than 70 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically, and measurable results….

Keiter Recognized as 2020 Best of the Best Firms

…of the Best firms produce superior financial results while planning for long-term, sustainable growth. In 2020, more than 540 firms were eligible for this accolade by participating in IPA’s 30th…

2 Main Reasons for the Growth in Mega RIAs

…to 2020 election results, one can only expect that more regulation of the investment industry and the need for a clear succession plan for smaller advisers will only fuel further…

Unclaimed Property: Adding Money to Your Wallet

…of the Virginia unclaimed property website (each state’s website may vary), once the site generates the results, you may proceed with claiming the property. Filing the claim may require you…