Through the DOL and the SEC, the new administration has an opportunity to change the regulatory direction for sustainable investing, according to a recent Morningstar report.
In Yellen, Biden is likely to find support from both Wall Street, which feared a more provocative pick such as Senator Elizabeth Warren, and progressives, who were concerned he might choose someone too friendly to big banks and the wealthy.
In addition to the new accreditation, the college also released survey results indicating financial professionals saw a benefit to behavioral finance training in improving their practice.
Verus Capital Partners currently includes 30 financial advisors and is hoping to expand its reach throughout the country with the help of the independent broker/dealer.
JPMorgan Chase's rollout of a nationwide in-branch advice network shows commitment to human advice for more complex clients, according to Dr. Kelli Keough, speaking at CB Insights' Future of Fintech conference.
