The Ensemble Practice will award two scholarships a year to individuals going into its G2 Leadership Institute, a two-year training program for future leaders of advisory firms.
Read MoreThe Child-Parent Security Act institutes a simple path to establishing parental rights in New York.
Read MoreThe Court ruled 8-1 in Liu vs. the Securities and Exchange Commission that the practice was allowable provided that the fees did not exceed the "wrongdoer's net profits," according to a majority opinion written by Justice Sonia Sotomayor.
Read MoreNotice 2020-50 provides enhancements, confirmations and clarifications.
Read MoreThe regulatory agency for broker/dealers has changed language to make clear that its' rule would not apply to recommendations covered by the SEC's rule, which will be implemented on June 30.
Read MoreDon't sell your practice before answering these three questions!
Read MoreFive questions (and answers) that may better inform your client communications in the new normal.
Read MoreFive questions (and answers) that may better inform your client communications in the new normal.
Read MoreThe startup saw investments from Northwestern Mutual and the NBA All-Star.
Read MoreThe COVID-19 pandemic has highlighted the benefits of planning, with the ensuing market volatility easier to put in perspective when both clients and advisors view it through the lens of a set of future goals.
Read MoreBNY Mellon Pershing's Michelle Feinstein uncovers valuable practices to assist advisors in leveraging solutions to grow, scale, and compete in this age where being efficient and going digital is of the utmost importance.
Read MoreIf approved by the Senate, Crenshaw would take the seat previously occupied by Robert Jackson Jr., who left the commission earlier this year.
Read MoreNearly 40% of LPL’s training program participants have been children of advisors, so the IBD is evolving the offering accordingly.
Read MoreRiskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Read MoreLPL program highlights the need for continuity planning in wake of an advisor's death. 'Whether on this side of the grave or the other, we never want to leave our clients floundering.'
Read MoreiCapital Network is buying an alts investment fund platform from the bank. Wells Fargo, in turn, is investing in the fintech.
Read MoreAdvisors are increasingly reluctant to sell during this period of disruption and uncertainty without a greater level of commitment and ongoing support from their firms.
Read MoreRepetition is the key to aligning your conscious and subconscious mind.
Read MoreThe firm has added Plaza Advisory Group, an advisor team with $1.2 billion in client assets, the first to join its new independent contractor model.
Read More11 easy-to-execute content ideas to help you reach your audience.
Read MoreWe're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
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