“You can’t have the excuse anymore of saying, ‘Well I can’t find any Black and brown talent,’” said advisor Rianka Dorsainvil, speaking at the Morningstar Investment Conference this week.
The U.S. Chamber of Commerce, SIFMA and other trade groups argue that the temporary enforcement guidance scheduled to end Dec. 20 should be extended for six to 12 months.
Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.
'The first deal I did was a complete disaster because I did it on my own,' said Ron Carson, founder and CEO, Carson Group, during a panel discussion on RIA M&A.
