JP Morgan Private Banker Pens ‘Sales Culture’ Diatribe

As if the fiduciary standard meme isn’t enough of a debate these days, JPMorgan hopes that nobody notices how far away they are from relative suitability. In fact, the entire JP Morgan private banker model is to shovel as much $JPM product down clients’ throats as...

On the Right Side of History

story written by fellow ACA member: Sheila Padden, Padden Financial Planning John “Jack” Bogle, founder of the $3 trillion Vanguard Group and the world’s first index mutual fund, spoke to the Alliance of Comprehensive Planners (ACP) recently in Philadelphia at our...