Co-founder Michael Kitces said the XY Planning Network was hiring Duane Thompson to help advocate for fiduciary standards on the state level after an appellate court ruled against its suit concerning Regulation Best Interest.
*Exclusive to Financial Advisors* With the most recent presidential debate cancelled, Frank Luntz will walk us through the political landscape and explain what this could mean for both candidates.
Once the coronavirus hit and we all started working from home, Bruce Lee's phone started ringing with questions from captive advisors about independence.