Open, honest and candid discussion about February job growth, CITs in 403b plans, Gen Z and data sharing, the annual NEPC audit and more.
Understanding the activity of your peers will help you become a smarter advisor and a better steward for your clients.
LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight.