Flagstaff, Ariz.–based John Lopez promised clients his 'algorithm' guaranteed 10% returns; he faces 20 years in prison for allegedly deceiving clients of his non-registered business, Personal Money Management Company.
A new study from the Federal Reserve finds that among professional investors, neither intelligence nor other personality traits and cognitive skills matter much.
The shift to working remotely comes with tax return implications.
Here’s a sample letter encouraging clients to formulate commitments for 2023.
A quiz to test your memory of 2019, the year before COVID sent us all into lockdown.
An Indyfin analysis of advisory firm websites found that the flow of quality content is important but understanding what drives organic search is too.
