Recent moves by the Department of Labor and SEC are causing ESG advocates to question what impact, if any, the scrutiny will have on its accelerated growth.
Wealth management firms need to be prepared to offer investment solutions that are compelling in returns and yield, while also laddering up to the promise of building a better world.
There were 22 RIA M&A deals announced in the past six weeks, according to a new report from DeVoe & Company, up from 14 deals during the same period in 2019.
CEO Dan Arnold outlined four initiatives the firm plans to fund, while also predicting that the pandemic will accelerate the demand for financial advice in the future.
Gone are the days of deciding whether financial planning should be offered, said executives. Today, the decision worth considering is how to charge for it.