Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Trends that emerged in 2020—adapting to client needs, advancing diversity and inclusion and answering the growing demand for financial advice among first-time investors—are here to stay.
The former CEO of KMS Financial will lead a new team at Advisor Group dedicated to creating a 'feedback mechanism' to better support advisors, tailored to their specific business model.
With consumer advocates calling for the SEC to use new rule-making to change Reg BI, the advocacy organization will urge the commission to stick with the rule in the year to come.