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Citing 'fiduciary responsibilities,' Riskalyze CEO Aaron Klein is publicly targeting the 'wildly inaccurate' and 'predictive guesswork' of his competitors.
Damian Lo Basso, formerly of CFO Solutions and Dynasty Financial Partners, will be the fourth partner of Journey Strategic Wealth, launched earlier this year.
In a testimony before the House Committee on Financial Services, the new SEC Chair noted the regulator would evaluate Reg BI, and "update and freshen" it if need be.