A (not so) ridiculous analogy to bring reality into focus.

Aaron Schumm's Vestwell is growing quickly, fueling Morgan Stanley's workplace ambitions and landing Connecticut's state auto-IRA.

High-growth firms systematically move clients from high-touch to a stable baseline of service, freeing bandwidth for an advisor to be available at a moment’s notice.

Will his charitable wishes finally be fulfilled?

This policy needs to be evaluated from multiple facets, instead of treating it like a simple line-item budgetary issue.