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What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More

By Reshma Kapadia in Barron's

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Thu, Nov 05, 2020 CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing. Read More

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