See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Law firm Eversheds Sutherland attributed the drop in fines to a massive penalty against Robinhood in 2021 and said they expected many Reg BI–related cases in the coming years.
In honor of International Women’s Day and Women’s History Month, WealthManagement.com recognizes eight women who broke the glass ceiling in the male-dominated field of finance.
Economic concerns or not, holistic financial planning isn’t possible without having a full picture of the members of your client base and the presence of diverse advisors who reflect them.