Greene Consulting recently hosted a forum with some of the best market level leaders we know in the wealth management industry to discuss some of the key opportunities and challenges facing financial services firms.  These leaders who come from a variety of firms from small to large, have a unique perspective with true, “street-level knowledge”…

As firms and advisors begin to define their business models in a post-DOL world, many are making headlines. Merrill dropped commissions altogether in retirement accounts and will not use a BICE. Others, like Ameriprise and Raymond James, have announced they will use a BICE and, in some cases, continue to allow commissions in IRAs, but…