The SEC’s proposed document required for its Regulation Best Interest is written at a “14th grade level,” according to a new analysis, and uses jargon unfamiliar to most.
Talking to clients about their personal relationships may be awkward, but they’re essential conversations to have for effective financial planning.
If you’re ambitious and willing to work hard, you can improve your productivity.
JMC Wealth Management founder Julie Murphy talks to Michael Kitces about how her focus on money and emotions led to strategic alliances with not only attorneys and CPAs, but also psychologists and meditation specialists.
The Climate Risk Disclosure Act would direct the SEC to issue rules within 1 year requiring public companies to disclose their climate change risks.
A recent survey suggests that advisors should pay close attention to the values of their clients when making ESG recommendations.
