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Former New Jersey State Attorney General Gurbir S. Grewal proposed a uniform fiduciary standard for that state, indicating a possible 'expansive' interpretation of Reg BI in his new role.
GenXFinancial and Boston Partners Financial Group are coming together to create the largest super OSJ at Advisor Group's Royal Alliance, with $9 billion in total assets and 180 advisors.
Mark Bruno sits down with Claire O'Keefe, partner and head of corporate development at Cerity Partners. Claire reveals how Cerity Partners was able to become a top RIA and how it fostered long-term, sustainable growth.