We frequently share our insights and ideas with reporters and the media. Here are links to articles where we have been featured or quoted.

InvestmentNews
Former LPL adviser’s alleged discrimination highlights company culture issues
Danika Waddell

FinancialPlanning
A choice for newly independent advisors: Go full RIA or work with a BD?
Danika Waddell

The Financial Diet
The Question I Always Ask Before Spending My Money, Time, Or Energy On Something
Lorri DeFoor