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In public comment letters, Morningstar and others urge the SEC to consider revising Reg BI instead of crafting new regulations. However, investor protection advocates say the rule is needed to safeguard consumers.
Mark Bruno and Megan Carpenter dive into topics like how to pitch a speaker to a conference organizer, where events budgets are headed and why weekend events are a thing.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the...
