Tim Maurer, Director of Advisor Development, 1/17/2018
Don’t rely on some commercial to ensure your financial advisor is acting in your best interest. Read more
Tim Maurer, Director of Advisor Development, 3/7/2017
Tim Maurer with his three-step guide to navigating the fiduciary issue. Read more
Dan Solin, 6/29/2015
The battle over the legal standard to which advisors should be held when giving investment advice has two fronts: Advice given by advisors to retirement plans and advice given by advisors to everyone else, including individual investors. Read more
Joe Goldberg, Director of Retirement Plan Services, 3/7/2014
Joe Goldberg talks with Cinthia Murphy about the questions to ask a potential advisor in this ETF.com feature article.