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    • The AmeriFlex Group acquires The W Source

      The AmeriFlex Group acquires The W Source

      Private Banker International via Yahoo Finance· 3 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

      Herald & Review· 10 hours ago

      For years I have bemoaned the fact that many financial professionals were not always required to act in the best interest of their clients, i.e., they...

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