The FTC and SoFi resolved a government complaint, issued in October, around the firm's student loan advertising.
A conversation with David Gehn, head of the Litigation Department at Ellenoff Grossman & Schole.
Four tips to make sure advisor and client understand one another.
Marty Shenkman and Hugh Magill discuss the modern American family.
Professor John Davis offers advice on preparing for technological change.
Marty Shenkman and Hugh Magill discuss the challenges that come with aging clients.
Potential conflicts abound, so beware.
There's a strong possibility most of your clients haven't taken even the simplest steps regarding cybersecurity. Here's an opportunity to help.
There are four steps that every advisor should follow, no matter what side of the transaction you are on.
Follow this advice from a cybersecurity expert to help protect yourself and your clients.