John Nersesian

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DOL fiduciary rule brings different adviser standards to light
NEWS RIAS JUL 12, 2016
DOL fiduciary rule brings different adviser standards to light

Many professional certification programs have long demanded their advisers act in clients' best interests, and not just when working with retirement accounts.

Obama's capital gains tax plan: What it boils down to for you and your clients
RETIREMENT TAX FEB 02, 2015
Obama's capital gains tax plan: What it boils down to for you and your clients

Three potential financial planning issues you might have to handle if president's proposal becomes law.