James Iannazzo’s tirade in a Fairfield, Conn. smoothie shop was captured on video and viewed by millions. The CFP’s suspension comes after Iannazzo was arrested and charged by Fairfield police, and dropped by Merrill Lynch.
PIMCO and Morningstar have partnered with myTDF to incorporate factors such as an individual’s age, salary, assets, savings rate and company match rate to assign more personalized investment allocations than traditional target date funds.
Join this webinar on Feb. 10th as we explore how technology provides reliable, high-quality data to demonstrate strong sustainability subject matter expertise and capabilities to clients.