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Posted by FP Transitions on March 31, 2017
INTRODUCING Roundtable Talks – A New Video Series
Introducing our new web series: Roundtable Talks. We’ll feature FP experts–along with some guests–sharing their opinions on what’s going on in the financial services industry.
Real experts, real opinions, no script.
Our first episode centers around...
Posted by Marcus Hagood on March 31, 2016
Department of Labor “Fiduciary” Rule, Headwind or Hurricane?
“Change is the law of life. And those who look only to the past or present are certain to miss the future.” - John F. Kennedy
If there is one fact that I have come to appreciate in my 20 years in the financial services industry, it’s that our...