Grewal’s last day will be Oct. 11. He joined the commission in 2021 and has overseen numerous notable cases, including the first actions related to Regulation Best Interest.
Election season, economic instability and inflation, artificial intelligence and succession planning top the list.
They can help deepen advisors' understanding of client behaviors, biases and decision-making processes.
Auxesys' John Swystun details what advisors can learn from SaaS companies.
