The American Council of Life Insurers, the Insured Retirement Institute and Finseca are among the plaintiffs in the newest suit against the Labor Department’s rule. This is the second suit filed against the rule in Texas this month.
On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.
A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.
After a dozen years in the wirehouse world, Reza Zamani began to recognize the limitations inherent to the model. So in 2012, he left to launch SteelPeak Wealth with $250 million in AUM. Today, it manages $3 billion with 20 advisors on the team.
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Tune in to hear how Carolyn’s approach to offering both tax services and financial planning helps her firm stand out.
