See the practice management strategies that wealth management professionals are using to help their clients.
For more practice management tips to help your business, check out our free weekly e-newsletter. Join today.
Between a near-fatal car accident and his day-to-day life on the police force, advisor Brian Walsh Jr. has had his fair share of personal trauma. Talking about it was the first step toward healing.
The Biden administration announced last week the fiduciary exemption would take effect as scheduled, but legal experts argue the rule has some serious teeth that will impact client relationships with advisors and broker/dealers.
However, the Labor Department stressed that there would be "related guidance" released in the coming days, and would continue to research how the fiduciary exemption could be improved.
The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.