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Perhaps you’ve heard our recent news: LibertyFi and Aptus Capital Advisors have merged to create a firm designed to build custom solutions for RIAs. We
In this episode of Secrets to Scale, Alli Jordan sits down with JD Gardner, Founder and Chief Investment Officer of Aptus Capital Advisors (Aptus), for
Independent financial advisors are in an ongoing struggle: Independence gives them huge advantages in terms of client relationships and personalized service. On the other hand,
Taxes can be an investor’s biggest expense, and a well-informed financial advisor can help clients forecast their taxes and proactively identify ways to help them