In a letter to the Labor Department, groups ranging from the Consumer Federation of America to the AFL-CIO urged the DOL to strengthen the fiduciary protections for retirement investors that went into effect in February 2021.
The deal continues WEG's expansion into California, representing the acquirer's sixth transaction in the state since June 2021, bringing its total client assets to $55.1 billion.
There’s a lot to consider about the future of the wealth management industry with so many advisors on the cusp of retirement—and with a limited population of up-and-coming advisors to fill their shoes.
When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.
Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.
In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value.
.png){kind=small}
.png){kind=small}
