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Rather than just signing on the dotted line of their firm’s succession plan, next-gen inheritors (and their senior partners) are exploring their options in a more evolved industry landscape.
Trends that emerged in 2020—adapting to client needs, advancing diversity and inclusion and answering the growing demand for financial advice among first-time investors—are here to stay.
With consumer advocates calling for the SEC to use new rule-making to change Reg BI, the advocacy organization will urge the commission to stick with the rule in the year to come.
