A lot can be learned listening to clients' experiences working with financial advisors—good and bad. We talked to Brooke White of the Bronx, N.Y., who works as senior director of college access programs for low-income students at an educational nonprofit.
No load annuity product development represents a step in the right direction toward enabling fiduciary advisors to weave together an investing framework that includes protected lifetime income.
Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers. CE Credits Pending Approval. 3/24/2020 | 2:00 pm ET
Antonia Chen spent 32 years with the SEC, and most recently helped supervise a settlement with Wells Fargo Clearing Services and Wells Fargo Advisors Financial Network that included a $35 million penalty.
