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Jason Bishara: Social Media Pioneer Jason Bishara: Social Media Pioneer

The founder of linkedFA, the premier social networking site for financial advisors and their clients, talks with Managing Editor Leslie Stone about his ground-breaking website, how he complies with regulatory requirements and why he’s not ready to sell out just yet. “Necessity is the mother of invention.” So said the ancient Greek philosopher Plato 2,500 years ago. His words still resonate today for Jason Bishara, CEO of linkedFA: “When you have to build something out of necessity to address a concern ... Read More

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Why You Need A Financial Advisor…And How To Choose One Why You Need A Financial Advisor…And How To Choose One

By Phil Robertson When a friend won Florida's "Fantasy Five" lottery game a few years ago, he faced a quandary:  what  to do with $215,000. He had a good job, had a mortgage that was down to $50,000, had little credit debt, and drove a leased BMW. So, what was quandary? How to make the most of that "found" money. What did he do?  He called his bank and met with one of their financial advisors. Why? The answer may be best articulated ... Read More

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