Industry Focus: Investment Firms

A group of Nevada’s Investment Firms executives recently met at the offices of City National Bank to discuss the trends and obstacles facing their industry.

The actions of some have caused investment firms as a whole to be painted with the same brush. For the past few years, Nevada investment firms have struggled to assure the community of their ethical practices while managing client expectations and working in a down economy. Recently, executives representing investment firms across the state met… [More…]

Industry Focus: Investment Firms

Recently, executives representing various investment firms met to discuss what the future of their industry could look like.

Recently, executives representing various investment firms met at the Las Vegas offices of Snell and Wilmer to discuss the investment landscape and what the future of their industry could look like:

Randy Garcia, The Investment Council; David Dunn, Kingsbridge Private Wealth; Doug Nelson, TCI Wealth Advisors, Inc.; Joe Gatt, Financial Planning & Management Corp.; Staci Scharadin, Diamond Wealth Management; Michael Baumgardner, Edward Jones; Brian Loy, Sage Financial Advisors; Zac Redman, Snell & Wilmer [More…]