See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Motivated in part by increased regulatory scrutiny, broker/dealers are nudging advisors away from rep as portfolio manager programs in favor of model portfolios and third party strategists.
The National Association of Plan Advisors kicked off their 2017 401(k) Summit on Sunday in Las Vegas, attracting more than 900 attendees who sell, advertise, support and service 401(k) plans.