The commission's FAQ from March 30 said firms should avoid "embellishing factual statements," but the Institute for the Fiduciary Standard argues it leaves advisors unable to accurately describe themselves as fiduciaries.
The growth and influence of the RIA channel in recent years has transformed the wealth management industry. The inaugural RIA Edge study reveals important insights into the current state of the RIA industry and strategies for achieving intentional growth.
Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.
Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.
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