The fifth-annual Advisor Authority survey showed that more than half of advisors and investors were concerned about market volatility and a U.S. economic recession within the next 12 months.
Joseph Ready is now the head of Trust & Fiduciary Services for the scandal-ridden bank, and the first chief fiduciary officer.
Pivotal Planning Group serves high-net-worth families and employer retirement plans for small businesses.
A group of 11 financial trade organizations plan to ask the state's securities regulator to reconsider its fiduciary rule in the wake of the SEC's Reg BI rules passed recently.
