At a hearing on Wednesday, Maryland-based advisors told personal stories of how the state’s fiduciary bill would adversely impact their practices and their clients.
Hopes are high for this congressional session.
How financial advisors can activate the social capital wealth cycle.
Tim Sloan would not directly say whether he personally has a fiduciary duty to the bank’s clients.
Little wonder finance has such a long way to go to make up its shortfall of women in top jobs.
Hilary Hendershott uses traditional financial planning, a coaching program and a podcast to serve her clients and help empower women.
The regulator’s initiative will result in more than $125 million being returned to harmed investors.