Advisors are limiting travel, telling employees to work from home and cancelling events, all while balancing the need to be open and responsive to clients.
403(b) plans are failing teachers. A handful of advisors and technology companies want to undo the damage and bring low-cost fiduciary plans to K-12 educators.
The XYPN co-founder will join the Focus Financial-owned firm as the head of planning strategy to continue to do for financial planning what his new colleague Larry Swedroe has done for investing—advocate for a research-led, evidence-based approach.
Traditional financial institutions cater to the currently wealthy. These advisors focus on helping wealth-bound prospects find liquidity in the assets coming their way.
