Panelists in a discussion during an awards presentation for Prof. Ronald Rhoades discussed Reg BI's future under a Trump and a Biden administration, as well as whether FINRA should be disbanded.
SS&C Technologies Holdings, the company behind the Black Diamond platform, and DPL Financial Partners are partnering to provide advisors with a fee-only insurance solution early next year.
Figure 8 Investment Strategies' Lisa Cooper describes how her firm's investment strategy and business structure helps it act to be a force of change for good.
