Echo Wealth Management founder Echo Huang details her journey starting from scratch in the financial services industry to running her own firm with $120 million in AUM.
The proposed rule would enable individuals to solicit accredited investors on behalf of issuers. Supporters say it can help small businesses raise capital. Critics worry it will lead unprepared investors into less transparent markets.
Once the coronavirus hit and we all started working from home, Bruce Lee's phone started ringing with questions from captive advisors about independence.