After receiving backlash from the fee-only community for removing the advisor compensation feature from its website, the CFP Board announced it was building a new one.
The proposed rules follow revisions made by the National Association of Insurance Commissioners to its model annuity suitability regulations, designed to align with the SEC's Reg BI standard. Critics say the rules aren't strict enough.
Advisors expect allocations to thematic strategies in general to increase slightly over the next two years, with allocations to ESG strategies experiencing a larger boost.
The wealth management team coming from CenterState Bank will help South State Investment Services supply financial advice to clients in states like Alabama, Florida, Georgia, Virginia and the Carolinas.
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