Industry group submits testimony supporting S2782, which includes language shielding licensed financial professionals from the state's new ABC test.
Financial advice firms continue to shed employees, often a way to reduce costs.
The building sold for $72 million - he says his $550,000 never came back.
Also, Zocks and Amplify unveil integrations with Conquest and Wealthbox CRM to extend their reach among independent advisors.
The deal creates one of the largest independent RIA footprints in the Philadelphia metro region, with more than $30 billion in combined client assets.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
