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Results: 3

Matt Pais

Aug 31, 20213 min

Top of the Table Q&A: Reem Shukha

Shukha says her biggest hurdle was accepting the personal and outreach effort that would be required to keep going.

Elizabeth Diffin

Apr 23, 20215 min

Regulations on the rise

Advisors in Israel reckon with the challenges of increased industry rules.
Making the jump

Robert Cullen, FSCP, MBA; Nektarios Karkotis, CFP, B Econ; Craig L. Kirsner, MBA; Corey A. Metz, CLU; Reem Shukha; Glen Wong

Jan 3, 20238 min

Making the jump

Top of the Table members share how they moved from Court of the Table to the next level.