Fallout from the Senate vote on arbitration clauses, Douglas Boneparth takes Tony Robbins to task, and another financial advisor is charged with fraud.
At its annual conference, the network of independent broker/dealers launched new tech platforms to help with marketing and succession planning, as well as a new information council to address planning for client longevity.
The ultra-high-net-worth advisors find embracing qualitative factors—the “soft side” of wealth management—is key to helping families maintain their wealth.
