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    • The AmeriFlex Group acquires The W Source

      The AmeriFlex Group acquires The W Source

      Private Banker International via Yahoo Finance· 5 days ago

      Vickie Garcia, a certified financial planner, of Chandler, Arizona, previously relied on a network of service providers to help her customers before...

    • Jill On Money: Progress on fiduciary

      Jill On Money: Progress on fiduciary

      San Jose Mercury News· 7 days ago

      Recently, there was progress towards requiring financial service representatives to adopt the fiduciary standard. The Department of Labor (DOL) issued...