Former New Jersey State Attorney General Gurbir S. Grewal proposed a uniform fiduciary standard for that state, indicating a possible 'expansive' interpretation of Reg BI in his new role.
The founder and CEO of Modernist Financial discusses how she seeks to align her own personal values with those of her firm and the clients she serves.
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Oct 11, 2021
Change leads to deepening client relationships and increasing assets under management.
Be prepared for something to go wrong.
