General Electric is having a bad year, the questions savvy prospects are asking of advisors, and the CFP Board has a new chair-elect.
Doug Ketterer, the former Morgan Stanley executive, is launching a new holding company to acquire smaller IBDs and equip them with technology and recruiting tools.
A Twitter chat covering risks and opportunities for advisors investing in marijuana.
While fee cuts are heralded as boons for investors, there's no guarantee that those savings will wind up in their pockets.