NASAA seeks to stop brokers from using “advisor / adviser” title
Advisor News
RIA consolidation receives ongoing headlines
Buckingham / Colony merger leads talk of the threats to fiduciary advice
Trump picks Paul Atkins, a former commissioner, to lead the SEC
Paul Atkins nominated SEC Chair: industry jubilation erupts. Here, Senator Elizabeth Warren joins Knut to offer a sober, investor view.
Advisor Calls on CFP Board to hold virtual Town Hall to Engage with CFPs on Flawed Ad Campaign
Read the letter below:
Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers
Members are broadening the business model, with her blessing; Garrett will retain a board seat and focus on raising fruits and vegetables on her Arkansas farm.
There’s Passion about AI among Advisors
Dan Solin: “I’m not so sure” clients will always need a human touch
