Financial Advisors Can Use Engageware to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships
A new Department of Labor (DOL) Fiduciary Rule goes into effect April 10, 2017 that will have a major impact on financial advisors, including wealth managers, brokers/dealers, and asset managers. There are rumblings that the incoming Trump administration or the Republican-controlled Congress could roll back or delay this new DOL ruling on financial advisors. However, […]
Client Focused Advisors Lives Up to Its Name
The ongoing impact of the 2008 financial crisis, along with expanded federal regulations and compliance requirements are shaking up Wall Street and the financial advisory market. While many financial advisors are unhappy with strictures associated with the new Department of Labor fiduciary rule, one New York-based firm, Client Focused Advisors sees the change as an opportunity […]
How Girard Financial Group Delivers the Best Experience for their Clients
Delivering Unprecedented Personalized Service Addressing the needs of individuals, families and corporations in central Massachusetts, Girard (G9) Financial Group, LLC is an independent, full-service financial planning and investment firm specializing in total asset management. Its offerings include but are not limited to: investment, estate, education, insurance, and income tax planning. Girard Financial Group “walks the walk” […]