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David A. Geracioti
david.geracioti@penton.com
212-204-4215

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Kristen French
kristen.french@penton.com
212-204-4213

Senior Editor
Jerry Gleeson
jerry.gleeson@penton.com
212-204-4261

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Halah Touryalai
halah.touryalai@penton.com
212-204-4254

Staff Writer
Christina Mucciolo
christina.mucciolo@penton.com
212-204-4206

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Sean Barrow
john.herr@penton.com
212-204-4260

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(212) 204-4201

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Current Issue

Registered Rep Cover

Sweating the CFP

By Jerry Gleeson

Think the CFP Exam is Hard? Just wait until next year. Why the designation is worth the cost and effort.

All In The Family

Family teams are common in the wealth management industry and getting more so. Hiring family members can be an easy solution to finding a trustworthy partner and a successor. But there are drawbacks.

More Articles from our Current Issue

 
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Featured Book

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