In a panel discussion at IMPACT 2020, Tom Bradley tells newly acquired TDAI advisors it will be "business as usual" for at least a year and a half before their full transition to Schwab's platform.
The rule, which would limit how fiduciaries use ESG screens in retirement plan investment recommendations, provoked intense criticism during its public comment period.
Join us for this panel of industry veterans and practitioners who will share their insights in navigating the new normal and how they have used this interesting time to create a thriving digital workplace. Register for Thursday, Nov. 5 at 2pm ET / 11am PT.
You are subscribed to this newsletter as newsletter@newslettercollector.com
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add Wealthmanagement.com and the reply address informa_wre@inbound.bamboocricket.com to your list of safe sender contacts.
