The former CEO of KMS Financial will lead a new team at Advisor Group dedicated to creating a "feedback mechanism" to better support advisors, tailored to their specific business model.
With consumer advocates calling for the SEC to use new rule-making to change Reg BI, the advocacy organization will urge the commission to stick with the rule in the year to come.
Join us on Feb. 24th for the Technology CE Digital Forum event. Live, interactive sessions will be paneled by leading executives at award-winning firms covering the state and future direction of technology.
The episode illustrates, among other things, an increasingly important role of technology in society, which is to democratize access and represent the interests of the individual.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add Wealthmanagement.com and the reply address informa_wre@inbound.bamboocricket.com to your list of safe sender contacts.
