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Economic concerns or not, holistic financial planning isn’t possible without having a full picture of the members of your client base and the presence of diverse advisors who reflect them.
Baseline recruitment deals were up last year, even among the independents, and many firms are getting more creative with their deal structures to incentivize movement, according to a recent Diamond Consultants report.
The SEC said BKCoin and its co-founder, Min Woo "Kevin" Kang, which had allegedly raised nearly $100 million from investors, violated securities laws by making “Ponzi-like” payments.