07/23/2026
We've partnered with RISR, a leading business-owner engagement platform for financial advisors. This partnership equips our advisors with specialized technology to deliver deeper, more comprehensive planning to entrepreneurs and privately held business owners, one of the most complex and underserved client segments in wealth management.
From business valuation and growth planning to succession readiness and risk exposure, our advisors are now even better positioned to guide business owner clients through the decisions that matter most.
This is a reflection of our continued investment in the tools, technology, and talent that allow our team to deliver on that promise every day.
Real the full announcement here: https://bwnews.pr/4wooUML