The CFP Board has released a "Generative AI Ethics Guide" to address the growing use of artificial intelligence in financial advising.
Mr. Richard Ehrlich is a specialist in Estate Planning, Financial Planning, Probate, Elder Law, and Corporate. In the course of his career, he has prepared hundreds of estate plans and helped hundreds of small businesses navigate the various issues involving insurance, retirement and employee retention. He has helped numerous families deal with the difficulties of taking care of elderly relatives and assisted with all of their long-term planning and long-term care needs. A Florida-licensed attorney, Mr. Ehrlich assists Eccleston Law with its representation of investors and advisors who have matters pending in Florida.
Troy N. Tremblay (CRD #4625407) of Centaurus Financial, Inc. (doing business as Tremblay Financial Services), ha...
Chuck A. Roberts (CRD #2064602), currently registered with Stifel, Nicolaus & Company Incorporated, has or h...
I am grateful to have found an outstanding law firm that specializes in securities matters. My lawyers were extremely knowledgeable, diligent, and are skilled litigators. No stone was left upturned. As a result of their experience and tenacity, the arbitration proceeding was dismissed in my favor.