It's one thing to talk about how others should be investing, quite another to lay it on the line and actually show how you're managing your own portfolio. With that in mind, InvestmentNews is kicking off a new feature called My Portfolio, which takes a close look at how financial advisers allocate their personal assets. We are looking for volunteers to help us illustrate the myriad ways one can and will navigate the current economic environment, while investing for the long term. Interested? Email Jeff Benjamin or Trevor Hunnicutt.
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Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.
Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'
Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.
Tax reform legislation expected to have more of a challenge in upper chamber.
The agency pursued 82 cases against advisers and firms in fiscal year 2017, down from 98 the previous year.