MEDIA REVIEWS - February 1-7, 2023
I might have been a bit generous in some of the ‘high’ relevancy marks with this issue of Investment Advisor magazine; you probably already know the Secure 2.0 provisions, and the cover article basically tells you things you already know—albeit comprehensively. The ‘big rules’ on the SEC’s to-do list is frustratingly lacking in specifics.
Better to turn to Angie Herbers’ column on the most important challenge facing growing advisory firms today: how to win