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Brash and bumbling? Or genuinely caring? Truth and fiction are blurred in depictions of planners in movies and TV shows.
December 14 -
Jurors in New York federal court awarded Jennifer Sharkey $563,000 in back pay and $563,000 for emotional damage.
November 7 -
Advisor Munish Sood is charged with fraud and bribery by FBI and U.S. Attorney.
September 26 -
The RIA rep fabricated account statements and used forged letterheads as part of the deception, investigators say.
August 23