RPA

NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.

Nearly 15% of advisory firms are in the dark about how to comply with this regulation.

How this could affect record-keepers and RPAs.

All the pieces seem to be in place, which makes industry failure that much more frustrating.

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.

The Wealthies are a way for the retirement and wealth management industries to learn and help each other to enable and support the brave RIAs and RPAs that want to provide better outcomes for clients while growing their practices.