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Michelle Wong is the founder of Nifty Advisor Support, a virtual assistant outsourcing solution serving more than two dozen independent advisory firms across the country.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked with Pam Silverthorn, owner of Inspire Wins LLC, a proposal development consultancy based near Houston.
The Securities and Exchange Commission said the changes would modernize the rules and balance concerns of shareholder proponents and other shareholders, while critics claimed the rule would help CEOs skirt corporate accountability.
