Danna Jacobs
Michael Kitces #FASuccess Podcast: Danna Jacobs on Launching a Firm with her Brother
Jul 18, 2019
Danna Jacobs focuses on the financial planning aspect of the business while her brother Robert handles the accounting and tax planning aspects.
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New Jersey's Fiduciary Faceoff
Jul 17, 2019
Will the state's proposed rule be a "shot heard round the world" or "effectively eliminate brokerage business in New Jersey?"
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Behavioral Finance: What Everyone Needs to Know
Sep 24, 2019
Unconscious bias has a significant impact on the decisions we make every single day.
Nick Schorsch
Nick Schorsch, AR Capital to Pay SEC $60 Million for Fraud
Jul 16, 2019
The SEC charged AR Capital, its founder, Nick Schorsch, and CFO Brian Block with fraudulently profiting off of REIT mergers.
CFP Board office.
CFP Board Delays Enforcement Date for New Standards
Jul 16, 2019
In response to requests from the FPA and others, the CFP Board will push back the compliance date for its new Code of Ethics and Standards of Conduct to June 30, 2020, which coincides with the SEC's Reg BI.
financial data computer
Don’t Charge for Reporting on Outside Assets
Jul 15, 2019
This additional service pays for itself, many times over.
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The Stephen and Kevin Show Episode 78: The 20-Minute LinkedIn Routine for Financial Advisors
Jul 11, 2019
How to make the most of your time on the social network.
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