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The big fines levied against the big banks is just the beginning. For RIAs to steer clear of the SEC, they need to do more than just prohibiting the usage of certain apps.
In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients.
Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.