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With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors.
A Hartford, Conn.–based team partnered with RIA support platform Integrated Advisors Network to go independent and expand client access to alternative investments.
With a team of three other co-founders, Jud Mackrill is launching an 'integration as a service' company, called Milemarker, to help advisors better understand the data within their firm.
Women and people of color are still grossly underrepresented in the advisory industry compared with the broader population, according to new Cerulli Associates data.