Updated Saturday, May 30, 2015 as of 2:28 PM ET
by: Margarida Correia
May 28, 2015
Kirsten Flynn Hawkins stole roughly $500,000 from a longtime customer over 33 months, starting shortly after he suffered a debilitating stroke in July 2011.
Alejandro Ariel Torres allegedly cheated a customer out of nearly $60,000 in a start-up scheme...  more »
Financial advisors may need to change their tactics when it comes to wooing high-net-worth clients.  more »
Co-sponsor of legislation to derail Labor Department's fiduciary proposal admits that the bill's...  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
The May Issue is now online!


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June 18, 2015 | New York Hilton Midtown, New York, NY

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