The SEC will likely unveil a plan in the coming weeks for updating the accredited investor standard, a bedrock that lays out the criteria for investing in riskier -- and potentially more lucrative -- private funds, said two people familiar with...
Commissioners Jackson and Lee are at it again, urging commenters to help the agency strengthen a new proposal on the use of leveraged and inverse funds.
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Jan 13, 2020
How to create and manage an Advisory Board that improves the client experience and raises practice profitability.
Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.
Good advisors smartly allocate investment fees, not just assets. Here’s a yardstick that can help.
