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That would be a big “no,” in most cases, according to FINRA, but gives rise to another question…
February 28
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Communities of color still don’t see enough advisors “who look like them.”
February 28
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Jessica Curtin joined the Compliance Risk organization of
Paychex in October 2016 as a retirement, FSA and HSA compliance analyst. In this role, she is responsible for regulatory compliance of the Paychex retirement and Section 125 products, government and industry group relations, and business partner consulting. Jessica received her BS in finance from the Rochester Institute of Technology,and also holds the ASPPA designations of Qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), and Tax Exempt and Governmental Plan Consultant (TGPC).February 28
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In his role as chief medical officer, Dr. David Gregg oversees StayWell’s population health management programs, leveraging behavioral science as the foundation for helping clients – corporate enterprises and health systems – drive lasting change that improves health outcomes. StayWell illuminates the path to better health through innovative health management solutions, patient education, and health services and support. Through the science of behavior change, the company’s solutions help people live better, healthier lives.
February 28
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The biggest index fund companies follow the house view, which means at least 75% of their funds voted the same way, on environmental and social issues.
February 28
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