On October 31, 2023, the Department of Labor (DOL) proposed a new rule aimed at “Improving Investment Advice for Workers & Retirees”. InvestorCOM hosted a webinar, with the wealth industry’s most trusted and seasoned experts, to discuss this new proposal. Prior to the webinar, InvestorCOM asked our webinar attendees the following poll questions. Here are the results.
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The third week of October 2023 marked a momentous occasion for me. It was my first ever attendance at the National Society of Compliance Professionals conference, and I must say, it did not disappoint.
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By: David Reeve May 24, 2019 16:56 Full Article: www.investmentexecutive.com As millennials inherit their parents’ wealth, advisors will need to evolve their business practices Between now and 2026, approximately $1 trillion of wealth will transfer from the baby boomer generation to their children, according to Strategic Insight. This pending intergenerational wealth transfer – the […]
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