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 ... Read More
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? ... Read More
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