Insights

Forum Financial Management is pleased to announce a new strategic relationship with Solin Consulting, an advisory coaching firm founded by New York Times bestselling author and financial blogger Dan Solin.

Forum Financial achieves success outside of the traditional “RIA consolidator” model.

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on November 14.

Whether you are interested in growing a $1 billion advisor firm or you seek to build a sustainable lifestyle practice, here are some key points to help you as you progress on your journey.

Forum Financial Management, LP appears in the Top 100 on the 2018 Financial Advisor RIA Ranking.

Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers.

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on May 31.

What is bitcoin? The following article from Dimensional Fund Advisors describes cryptocurrencies such as bitcoin and explains the blockchain technology through which trading occurs.

The latest Forbes article from Jonathan Rogers, co-managing partner for Forum Financial Management and a contributor of the Forbes Finance Council. Read “Learn To Invest Like A Casino Rather Than A Gambler” below.

Forum Partner Norm Mindel was featured in the December 5 Lifehacker article “Bitcoin Is Not a Good Way to Get Started With Investing.”