New medical findings may impact how advisors and fiduciaries can get the best results for their clients By Steven Zeiger Waxman Lawson Financial In 1977 epidemiologist, Richard Peto from Oxford University posed “the Elephant Paradox.” Peto theorized that a biological protective … Continued
Clients benefit when CPAs and investment advisors work together. By Martin E. Levine, ChFC, CPA, MBA 4Thought Financial Group, Inc. Even if the client isn’t always right, helping clients understand and make the best financial decisions is … Continued
Conflict of interest is one reason smaller firms shy away from RIAs. The largest CPA firms are by far the leaders in providing investment advisory services, but the rest of the profession does not appear to be following their lead … Continued
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