Parrot is leaving her position as the organization’s executive director after 18 years on the job. She will be staying on until the end of the year to assist recruiting a successor
Investment Executive Report Cards
Read what advisors are saying about their firms and what compliance officers are saying about the regulators:Br
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Dealer firms are looking for way to address the many challenges coming their way — much to the approval of financial advisors
News and insight from the 14th annual national Canadian Institute of Financial Planners conference in Orlando, Fla.