Posts Tagged : Broker/Dealer

How the New Financial Law Affects Pinnacle Clients

April 13th, 2016 by

As the laws governing how financial professionals guide client retirement assets are set to change, financial advisors are being required to place the interests of their clients first. With this change, all advisors must not only recommend investments that are suitable for their clients, but more importantly, they must act as a fiduciary and place […]

Call Us:
(305) 274-1600
Schedule a complimentary meeting to get acquainted, ask your questions and explore the ways we might be able to help you.

Subscribe

Receive an email notification when we add new information to our blog.

(*) required

Categories