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This article appeared in the September 2018 Journal of Financial Service Professionals. 

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This article appeared in the March 2018 Journal of Financial Service Professionals.  

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This article appeared in the May 2019 Journal of Financial Service Professionals. 

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This article appeared in the January 2020 Journal of Financial Service Professionals. 

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Program Overview Are virtual meetings the new norm that we will all face even after we get past solving the COVID-19 health crisis? Join us for this session to learn the tricks, tips, and techniques to getting new financial advice, wealth management, and insurance clients in a virtual world. You Will Learn: How to reposition [...]

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Time will tell if Regulation Best Interest (Regulation BI) really helps provide clarity for the profession and clients. However it is already very clear that Regulation BI does not respect the history, nor advance the strong legacy, of looking out for a client’s best interest under the fiduciary duty of loyalty. Author: James Pasztor, MSF, [...]

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This article appeared in the January 2020 Journal of Financial Service Professionals.

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