Are You Sure You are Acting in Your Client’s Best Interest?
Financial Professionals have a difficult task of complying with regulatory requirements while also doing their best to act in their client’s best…
Author: Jamie Josephs
Jamie Josephs is Head of Sales and Corporate Communications at DALBAR, Inc. Jamie has worked on various teams at the financial research firm, including Web, Mobile and Due Diligence. With a background in musical theatre, Jamie has learned to be extremely adaptable and never backs down from a challenge.