Tom Fallon, 65, was convicted of 25 criminal counts of money laundering and grand theft stemming from a scheme to take money from his clients' workers' compensation settlement checks.
We’re interested in learning more about how advisors view online prospecting tools for lead generation, so we’re conducting a quick (and confidential) poll of advisors who have interesting views on the topic.
Integrated Partners, the Waltham, MA-based financial planning and registered investment advisory firm, has added San Diego-based Mohr Financial Group to its roster of 141 advisory partners.
