The firm and its president, Peter Mallouk, were ordered to pay a total $250,000 to settle charges related to client testimonials and violations of the firm’s code of ethics.
JMC Wealth Management founder Julie Murphy talks to Michael Kitces about how her focus on money and emotions led to strategic alliances with not only attorneys and CPAs, but also psychologists and meditation specialists.
These tools offer you a competitive advantage by validating how your approach to asset allocation and portfolio construction differentiates you from your peers.
