CFPs face an enforceable new Code, including provisions for technology. Planners must have "a reasonable level of understanding" of tech assumptions and outcomes, among other requirements.
A Borrowing Solution for Turbulent Times For clients seeking liquidity, there’s no need to sell during market volatility. It’s important to know your clients’ choices when it comes to their cash needs even in uncertain times. A Goldman Sachs Private Bank Select® line of credit can help you and your eligible clients by providing them access to liquidity—for both the short- and long-term—without having to cash out of an investment portfolio. Learn about GS Select here.
The more your clients achieve, the more they have to protect. This webinar on Tuesday, June 16 will address potential areas of weakness and provide claims examples of what you will want to avoid with your HNW clients.
Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.
