Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.
The rule, which takes effect in September, “protects the retirement investors from improper investment recommendations and harmful conflicts of interest,” according to Acting Labor Secretary Julie Su.