With the 2024 recruiting headwinds behind us, advisor transitions are expected to look much different in 2025, according to a new report from Diamond Consultants.
The rule may face opposition from “Republican leaders at the SEC” who could view it as an example of regulators’ overreach, according to one industry compliance leader.
CIO Greg Warner says his evidence-based approach, borrowed from DFA and Avantis, may not be the sexiest, but it creates the highest probability of success.
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