A bipartisan bill introduced Thursday would allow public sector employees, including K-12 teachers, to add lower-cost investment trusts to their retirement portfolios.
The XYPN co-founder will join the Focus Financial-owned firm as the head of planning strategy to continue to do for financial planning what his new colleague Larry Swedroe has done for investing—advocate for a research-led, evidence-based approach.
Advisors are limiting travel, telling employees to work from home and cancelling events, all while balancing the need to be open and responsive to clients.
A commission spokesperson said that teleworking would not diminish the SEC's capability to continuing monitoring market function and working with other regulators.