The Greater Boston Chamber of Commerce is sending an email to members today to stir opposition to Massachusetts Commonwealth Secretary William Galvin's proposed fiduciary rule, according to the Boston Globe.
The settlement offer between the Commission and Founders Financial Securities comes a day after 16 firms were ordered to pay restitution to clients for similar faults.
Firms that take part in the WealthManagement.com Industry Awards submit their most recent initiatives for review. All the finalists submissions are included in the The Best of the Best for 2019, a special edition of Wealth Management magazine.
Lake Avenue Financial's CEO Alex Chalekian will also become Integrated Partner's Head of Practice Acquisitions, focusing on inorganic growth and internal succession planning.