1 visitor like this article | Viewed 3419 times | 0 comment
Summary: For our final summer tip, take of advantage of 3 great ways to get your message out.
Added on August 2018 in Form an RIA
0 visitor like this article | Viewed 3502 times | 0 comment
Summary: Earlier this summer, the Fifth Circuit Court of Appeals revoked the U.S. Department of Labor fiduciary rule, which required that financial advisors and brokers act in the best interest of their clients when overseeing retirement accounts.
0 visitor like this article | Viewed 2977 times | 0 comment
Summary: One of the toughest exams in finance is about to get more topical, and for some, more complicated. Starting next year, Levels I and II of the exam to become a chartered financial analyst will include more in-depth questions on fintech, including machine learning and ethics tied to the use of technology within a work setting.
Added on August 2018 in M&A Issues
0 visitor like this article | Viewed 3947 times | 0 comment
Summary: The merger between LJPR Financial Advisors and Sequoia Financial Group can be compared to a blind date gone perfectly right.
0 visitor like this article | Viewed 3297 times | 0 comment
Summary: When you shop online, your web browser tracks your Google searches and which products you click so it can automatically show you ads for related items you may be interested in. Amazon has a similar strategy to provide product recommendations, as does Netflix to suggest what movie or TV show you should watch next.
