It is during times like this that loyal professional relationships can be cemented for the long term or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the coronavirus pandemic.
In a time when AUM-based advisors are being paid less and working more, Snappy Kraken is offering to reduce its fees and prices.
CEO and founder Deborah Fox hopes the name change reflects the variety of services advisors can access via the network.
SEC Commissioner Allison Herren Lee questioned the enforceability of the agency's proposed changes to its advertising and solicitation rules.