During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for 'value' isn't easily quantified. Either way, advisors...
The team, which will run RBC’s new Lake Forest, Ill., branch, is the latest to jump ship at Merrill Lynch.
Amy Mullen discusses how her firm, Money Quotient, helps advisors guide their clients to gain self-awareness around their values and what’s most important to them.