In what many characterize as a retreat from more transparency, consumers will no longer be able to find an advisors’ compensation model on the Board’s public-facing website.
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.
Wake Forest University and Kaplan will begin offering designation and other courses aimed at financial services professionals at the university's new fintech hub in Charlotte, N.C.
