The focus now is on holistic planning, goal setting and having a deeper understanding of the needs of each client and what makes them tick.
Establishing a fiduciary duty for financial advisors should not be this complicated, says Elliot Weissbluth, CEO of HighTower.
The fines, $500 million each to the Consumer Financial Protection Bureau and the Office of the Comptroller of the Currency, covers issues in Wells Fargo’s auto-lending and mortgage units.
Women are less confident than men about investing, advisors help military families boost savings and Wealthbox teams with SmartAsset on lead generation.
Even those who are pleased with the result agree there’s much work to be done.
Strategies to win new clients in the face of market volatility.
It’s different when meeting with more than one decision maker.
