Regulatory Update: The DOL Fiduciary Rule

Regulatory Update: The DOL Fiduciary Rule

July 21, 2016. By Matthew Okaty, J.D.: While perhaps not as widely publicized in the mainstream media, the Department of Labor’s new Fiduciary Rule (or Conflict of Interest Rule to be precise) has been in the headlines of every major financial news outlet for at least...
Jennifer Wolfsberg Earns CDFA Accreditation

Jennifer Wolfsberg Earns CDFA Accreditation

July 7, 2016: Jennifer Wolfsberg has recently completed her coursework and examinations and has earned the Certified Divorce Financial Analyst (“CDFA”) accreditation through the Institute for Divorce Financial Analysts.  A CDFA works with clients and their...