In this FastChat Video Jennifer Bacarella, Director of Firm Development at SIGMA Financial Corporation and Parkland Securities, discusses with Wealth Management.com the Six Questions an Advisor Must Ask Before Selecting a Broker-Dealer.
Advisor Mac Gardner created a fintech competition to help with his financial literacy app, inspiring a new technology track in the financial planning curriculum at the University of South Florida.
The regulatory agency originally planned to resume arbitration and mediation proceedings at the end of January, but they can now proceed only via Zoom or teleconferencing.
Attend this webinar on Tuesday, Dec. 8th and discover how to transform the role of CFO by incorporating cloud-based solutions that automate accounting processes—from the most basic to the most complex—to improve productivity, gain real-time visibility, and grow the business without the need for excessive hiring.
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