Read the letter below:
Advisor News
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
Reg BI turns three; lacking serious enforcement or guidance, it’s still a toddler
NASAA, SEC and finra reports say the same
Bob Veres reminds what annual BD rankings really mean
The magnitude of the deception of BDs insisting they are actually becoming “advisory” firms is undressed and exposed.
RIA Biz: First Ascent, Geo Wealth Merger is Good for RIAs
Is it being 71? MacKillop, 71, is “rejuvenated”. In 1945 Churchill won WWII when he was 71
