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Keith Apton got his first taste for finance while still in college.

"I'm not right for you," along with other surprising things I tell clients.

Investment advisors and broker dealers have different “relationship models” with clients, the chairman says.

Bob Miller is chief executive and vice chairman of Private Client Resources, a global provider of data aggregation and reporting services to private and trust banks, RIAs and family offices.

CFP candidates must master the new material in time for the November exam.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

A pen and paper or more advanced methods of documentation can save financial advisors from a variety of troubles.

Laszlo Dellei is a member of the ISACA's GDPR working group.

Dennis Dayman is chief privacy and security officer at Return Path. He has more than 20 years of experience combating spam, security/privacy issues, data governance issues, and improving email delivery through industry policy, ISP relations and technical solutions. He is also responsible for coordinating and managing Return Path’s international electronic commerce, privacy and Internet related policy issues.