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Advisers forecast Republican resurgence in November elections -...
www.investmentnews.com
“Advisers are here for the long term, there won't be a mass exodus any time in the near future,” FSI spokesman Chris Paulitz said. “Although we do have to ...
2019 Editorial Advisory Board Meeting - Real Assets Adviser | Events...
irei.com
Chris Paulitz, IOM Financial Services Institute (FSI). Joshua Rogers Arete Wealth. Aaron Rosen Lucia Capital Group. R. Lawrence Roth RLR Strategic Partners.
FSI to hike fees dramatically - InvestmentNews
www.investmentnews.com
FSI spokesman Chris Paulitz confirmed that the fee increase will be applied on a sliding scale with larger firms paying higher dues. The FSI board of directors ...
FSI Expands Agenda To Include Tax, Retirement Issues | Financial...
www.financial-planning.com
The Financial Services Institute has expanded its agenda to include retirement and tax issues. As part of the expansion, the independent broker-dealer advocacy...
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