Fisher says his firm is not among the largest shareholders of French pharmaceutical company Sanofi, as the Times reports. The company makes up less than 0.8% of Fisher's portfolio.
Despite a global pandemic, the recruiting wars continue, with Auburn, Ala.-based 20 / 20 Wealth Management Group joining newly acquired Securities America.
The FPA, IAA, CFP Board and others are asking Congress to reinstate the tax deduction, which was repealed in the 2017 tax law, as well as expand the number of taxpayers who could benefit from it.
The news comes nearly a year after the Massachusetts commonwealth secretary filed a complaint against Stephen Querzoli, who was with the Philadelphia-based firm until 2018.
WealthManagement.com readers recently chose the top books that helped them the most in their investment careers. Give these classics a read during your self-quarantine, if you haven't already.
Peter Mallouk’s firm took in $500 million in net new assets, and over a hundred new clients, during the past few weeks. 'It’s been our best month in a long time.'
