Lakeside Wealth's Kelly Shikany describes why she decided not to hang her hat as a solo advisor and instead navigate existing established advisory firms.
The SEC has 79 advisory committee members, but only three of them are black and one is Latino, according to a review by the House Financial Services Committee.
As firms drive toward greater profitability and workforce retention, a new environment has developed—one where advisors have far less control over their business lives.
