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The independent broker/dealer is making it a lot easier—and less expensive—for advisors to run their own portfolios within its centrally managed account platform.
The principal of investment advisory firm AdvicePeriod and author of “It’s That Simple“ on how integrated services are the future of finance, why his firm will soon roll out a trust company, and the dangers of socializing with clients.
Morgan Stanley has trimmed its 20-page vendor agreement to one page, reducing from three months to as little as one week the time to begin working together.
The new CFP Board Emeritus program is not a certification, but rather a way for those who are no longer practicing to stay involved with the profession.