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FINRA has recently awarded a HUGE sum to a client after an arbitration settlement. While it may seem like a bit of "feel good" news that a client is able to win, were there steps that could have been taken to avoid the whole situation? We'll cover how you can get crucial information on your advisor to avoid getting near the option of having to file suit.
In our second headline today, we'll discuss why Target personalizing their stores are relevant to you. Can you remember the last time you did some holistic planning for your finances?
By Joe Saul-Sehy & Crystal Hammond4.6
232232 ratings
FINRA has recently awarded a HUGE sum to a client after an arbitration settlement. While it may seem like a bit of "feel good" news that a client is able to win, were there steps that could have been taken to avoid the whole situation? We'll cover how you can get crucial information on your advisor to avoid getting near the option of having to file suit.
In our second headline today, we'll discuss why Target personalizing their stores are relevant to you. Can you remember the last time you did some holistic planning for your finances?

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