David will be among the first group of advisors of ‘Best Practices’ advisors the Institute will announce in March. Stay tuned.
Institute & Industry Leaders
The advisor world’s best-known advisor’s “advisor,” Bob Veres, has written extensively on how very different broker-dealers (sales persons) are from independent advisors.
The investor watchdog talks to ThinkAdvisor about why SEC Chair White is a ‘bad SEC chair for investors’ and why the Social Security trust fund isn’t as important as many think.
There can be changes around the edges, or changes at the core, but I expect with certainty that there will be uncertainty for a while.
Mel Lagomasino, CEO of WE Family Offices, on always acting in the best interests of clients
Ms. Williams’ research on the link between fee transparency and advisor value garnered the 2016 Asset Manager—Thought Leadership Education Award for State Street Global.