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Topic Greg Bartalos

This content is from: Practice Management

Advisor Ethics Can Resemble a House of Mirrors

A new study examines why people can act unethically yet feel fine about it.
By Greg Bartalos
January 24, 2020
This content is from: Wealth Management

Where Crooked Advisors Thrive

And where they’re scarce.
By Greg Bartalos
November 26, 2019
This content is from: Investing

SEC Takes Aim at Advisors

Advisory firms were ordered to return $135 million to investors for pushing higher-fee mutual funds.
By Greg Bartalos
November 06, 2019
This content is from: The Big Question

She Went Running With Jamie Dimon. When She Said This, He Stopped.

Lori Van Dusen, founder and CEO of LVW Advisors, discusses investing, women in finance, and the importance of having kids take risks.
By Greg Bartalos
November 01, 2019
This content is from: Investing

Advisors Can Help Asset Managers Fill ‘Advice Gap’ on Target-Date Funds

Someone has to explain new, complex, lesser-known products. It's time for advisors to prove their retirement chops.
By Greg Bartalos
October 07, 2019
This content is from: Practice Management

Robo-Advisors Appeal Most to Investors Afraid of Getting Ripped Off

Investors worried about being cheated by financial advisors are more likely to exclusively use robo-advisors, says a recent study.
By Greg Bartalos
September 30, 2019
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December 20, 2019
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December 20, 2019
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