NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.
Nearly 15% of advisory firms are in the dark about how to comply with this regulation.
How this could affect record-keepers and RPAs.
All the pieces seem to be in place, which makes industry failure that much more frustrating.
Open, honest and candid discussions about the latest news in the RPA industry.
Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.