David Solomon embarking on third major reorganization in just four years as CEO, undoing some of signature moves he made as recently as 2020.
Technology-forward professionals have a lot more to digest than a personal voice-activated search engine. The future is coming fast. Are you ready?
You have until the November 4 compliance date to adopt the necessary changes in how you promote your services. What do you need to do at that point?
Remember the COVID recession? Advisors needed to grapple with a spike in demand for services, constraints on capacity and a lot of client questions.