Skip navigation
Menu

Rick Weinberg

Rick’s Recent activity

Leading Women
Oct 01, 1999
The perplexed look on a female client's face gave Ashley Dando an enlightened idea.During a portfolio review, Dando was talking about mutual funds when she noticed her client's confusion. "Then she said, 'You know, I...
CFP Board Reconsiders "CFP Lite" Idea
Sep 01, 1999
The CFP Board of Standards is reconsidering the idea of a new Associate Certified Financial Planner designation for entry-level planners.The idea, panned as "CFP Lite" by many holders of the full CFP designation...
Median Broker Production Hits New High in '98
Sep 01, 1999
Retail brokers' median gross production reached a new record of 334,397 in 1998, according to data from the Securities Industry Association.Although median production (commissions and fees) increased 10.2% from a...
Retirees' Champion
Sep 01, 1999
Marilyn Murphy was sitting in her Modesto, Calif., office--a converted garage--when the telephone rang in December 1991. "Marilyn, a friend of mine needs help," the voice said. The friend, a corporate manager, had...