Closer to home, U.S. regulators risk overstepping as they push for changes to disclosure rules, according to some market observers.
Stimulus packages passed throughout the pandemic have created opportunities for advisors to be more proactive in financial planning for families.
Vanguard’s aggressive move into the clubby world of the investment advisory business looks set for a clash with John C. Bogle’s legacy.
Revenues at Evercore were up 55% year-on-year to a record $662m in the first quarter.