Finance News
Gensler Defends Predictive Data Rule
The SEC Chair said there’s inherent conflicts in using algorithms that optimize advisors’ profits and revenues during a conversation at SIFMA’s Public Policy Meeting.
By NB
Nov 9, 2023
How Technology Can Help Clients ‘Befriend Their Future Selves’
Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.
By NB
Nov 9, 2023
High Growth Playbook
Proven strategies for financial advisors to skyrocket their business.
By NB
Nov 9, 2023
401(k) Real Talk Episode 84: November 8, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
By NB
Nov 9, 2023