Contributor: Jennifer Valdez
The life of a financial advisor has changed dramatically over the past few years. Advisors, more than ever, are expected to be full service counselors to their clients. They need to know everything about their clients’ financial status and then some.... read more
Contributor: Jennifer Valdez
Advisors are under increasing pressure from their clients to help guide them back to their financial state prior to the fourth quarter of 2008. As investors watched their investment values plummet and retirement dreams fade, many have turned to their financial advisors for guidance.... read more
Contributor: Past Author - Gerry Murphy
“Economists have for decades recognized that transparency benefits the marketplace. After the last great financial crisis facing the nation, President Roosevelt called for transparency in the futures and securities marketplaces. It is now time to promote similar transparency in the OTC derivatives marketplace.” – Gary Gensler, CFTC Chairman... read more
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