Lily Wolfson
Summer Reporting AssociateLily is an incoming freshman at Northwestern University Medill School of Journalism. She served as Editor-at-Large of her school newspaper this year and co-founded The Iris (
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For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.
August 27 -
After China’s crackdown on Bitcoin, some investors are worried. Advisors have ways to ease their concerns.
June 24 -
The multigenerational practice decided it was time to make the move.
June 21 -
An emergency cease and desist order stopped the imposters in time.
June 21 -
As technology and diversity take center stage, firms are using new strategies to attract women.
June 17 -
From trying to time the market to assuming financial advice is unaffordable, investor errors are wide-ranging.
June 15
