See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Creating the capacity to achieve growth objectives while meeting client demand for greater personalization is one of today’s greatest advisory firm challenges, says MyVest’s Mike Everett.
Personal feelings aside, most advisors had already factored into their financial plans the possibility that Biden’s student loan forgiveness plan would not survive.
Also, Wealthtender launches its Certified Consultant Program, eMoney Advisor integrates with MaxMyInterest, an exec moves from Nitrogen to Docupace and AcreTrader news.
Commissioned by the U.S. House Committee on Appropriations, the study confirms views that mandatory arbitration agreements imposed by fiduciary-bound RIAs can unfairly limit clients' ability to seek legal remedies against wrongful actors.
