Publications

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

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Expanding Through Acquisition

Financial Advisor, December 30, 2010

by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management

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Small, Yes, but Still Compliant

Investment Advisor, February 1, 2010

by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management

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Operating an Effective Compliance Program in a Small Shop

NAPFA Advisor, December 2009

by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management

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Working Successfully with an Older Client

NAPFA Advisor, October 2009

by Chester C. Wright • Chief Compliance Officer • Harmony Asset Management

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