RPA

But what are the real costs?

The contributions from members of this group resulted in something new and impactful, good or bad, and they are still active in the same or similar role where they continue to have the opportunity to affect the industry.

The current consolidation wave will accelerate.

The Examinations Division will continue to focus on ESG and look for firm policies that are 'reasonably designed' to comply with the SEC's marketing rule.

Creating financial plans isn’t easy. And while financial planning rules of thumb are obviously imperfect, they’re better than nothing.

The integration will enable advisors using Tamarac to more fully manage client defined contribution accounts from within the platform.