In a discussion with WealthManagement.com, Hugh Berkson said the organization will continue to raise awareness of the issue of unpaid arbitration awards and the alleged misuse of forced arbitration clauses by RIAs.
In this special episode celebrating the fifth anniversary of the podcast, Mindy Diamond and Louis Diamond explore the most popular themes for financial advisors and independent business owners.
Mark D. Cunningham said he joined with the RIA after seeking out a potential partner that would 'anchor on financial planning.'