ROTH investor conference is Sunday - Wednesday. Implications of a new tax on some high net-wealth individuals from Moss Adams Capital. "The Legacy of Bing," next up at SHACC. Details on Industry Insight.
We followed up with the ISA President to ask him more about his thinking on this topic, why the industry is at a crossroads, and why he decided to talk about this touchy subject during his speech at the Waterman's Ball.