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Drummond, who served in the role at the CFP Board for nearly a decade and was responsible for its public awareness campaign, will start his own communications firm.
American Funds is leading other fund families on digital engagement, and the more advisors engage, the more they invest, according to a new J.D. Power study.
The $26 billion deal, if approved, would put Schwab on equal footing with the wirehouses, and put pricing pressure on the upper levels of wealth management. Smaller advisors beware.