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HB Clients Featured in National Media
- by: Hank Berkowitz
- October 22, 2018
No CommentsIt was another good week for those of you taking advantage of our Just in Time media relations services. Here are some highlights. ANTHONY GLOMSKI, founder of AG Asset Advisory, was the featured guest on the Angel Investor Podcast with Jeff Barnes. Author of the new book, Liquidity and You: A Personal Guide for Tech
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HB Clients Featured in Philly Inquirer, Advisor News and Accounting Today
- by: Hank Berkowitz
- July 25, 2018
From stock market forecasts, to the dollar’s impact on emerging markets, to getting your firm to the next level of growth, HB clients educated the national financial media last week. With respect to the dollar’s impact on emerging markets, our client Matt Topley (@MattTopley), chief investment officer of Valley Forge, PA-based Fortis Wealth told the
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DOL Fiduciary Rule Overturned (Again) — Are you surprised?
- by: Hank Berkowitz
- March 21, 2018
As most of you know by now, a federal appeals court vacated the fiduciary rule late last week. On the surface, the decision was a setback for consumers, investors and their advocates and it was a win the broker/dealers, insurers and others in the financial product sales arena who’ve been increasingly under pressure to recommend