The Elections are Over – Now What?
LinkedIn, November 15, 2016
by Alan E. Rosenfield, Managing Director
The Writing is on the Wall…
LinkedIn, February 8, 2016
by Alan E. Rosenfield, Managing Director
2016-02-08 The Writing is on the Wall
What Do Retirement Plan Participants Really Want To Know?
NAPFA Advisor, June 2011
by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management
Expanding Through Acquisition
Financial Advisor, December 30, 2010
by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management
Small, Yes, but Still Compliant
Investment Advisor, February 1, 2010
by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management
Operating an Effective Compliance Program in a Small Shop
NAPFA Advisor, December 2009
by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management
Working Successfully with an Older Client
NAPFA Advisor, October 2009
by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management
