Category: Portfolio

Eric Brotman in Baltimore Sun

Last week, the Department of Labor announced a new rule that sets a stricter standard for financial advisers who oversee retirement accounts. Eric Brotman speaks to the Baltimore Sun about what this new standard means to the industry and consumers: Stricter standards on the way for retirement account advisers.

D&A Winter Card

Card/Poster was mailed with a “D&A Snowstick”