In public comment letters, Morningstar and others urge the SEC to consider revising Reg BI instead of crafting new regulations. However, investor protection advocates say the rule is needed to safeguard consumers.
One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal...
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and...
