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April 19, 2017
Craig Watanabe, CSCP® will be presenting on #Cybersecurity at the Annual South Florida FPA Conference on April 27-28, 2017. Craig is Senior Compliance Consultant with Core Compliance & Legal Services, Inc., based in San Diego. Welcome, Craig! We’re looking forward to your presentation!  
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South Florida FPA member Tom Balcom of 1650 Wealth Management talked to Investment News about why entrepreneurs often make ideal clients for financial advisors. “Entrepreneurs are great clients as they are extremely busy in their own occupations and are great at delegating to others, such as their financial adviser, to handle other tasks,” said Tom. You can check out...
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