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Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.
FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.
A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.