See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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While most advisor advocacy organizations support the intention of the rule, some want to see a "materiality" standard incorporated into the requirements.
Matthew Boersen, the head of the Michigan RIA Straight Path Wealth Management, will become the CFP Board’s youngest chair when he takes over at the start of 2024.
Focus makes moves in Canada and tweaks its global leadership team as it seeks to increase the percentage of revenues earned from international markets.