From RIA Match
Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.
From InvestmentNews
Added on August 2019 in Form an RIA
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Summary: A recent New York Times article called Uber and Lyft two of "the largest and most anticipated … companies to have gone public this year," but in the same breath declared that "they were also the biggest flops," as "both were racking up huge losses with no clear path to profitability."
From wm.com
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Summary: What do you think are the top fears of Americans today? It’s not public speaking, heights, spiders, snakes or even terrorism. Not even close—today’s top fears are much more practical.
From ThinkAdvisor
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Summary: The vast majority of American teenagers still rely on cash when receiving money from their parents or guardians and when making purchases, according to a recent survey.
From Financial Planning
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Summary: Q: My company gave me a laptop that I can use when I’m out on the road meeting with clients. Unfortunately, my rental car was broken into and the laptop was stolen. I notified my manager but I’m not sure if there’s anything else I should do. What’s your advice?
