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Local Advisor Spends $10,000 To Add Three Letters To End Of His Name That No Client Will Ever Ask About
"It really shows my commitment to the profession," says Arthur Pendelton, CFP®, ChFC®, CLU®, RICP®, AIF®, whose clients still introduce him as 'my money…
May 14
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Matt Haze
2
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"Markets Hit All-Time Highs!" Says Advisor to Client Who Just Paid $6.47 for Gallon of Gas
Market Insights Newsletter Makes No Mention of Why Client Can't Afford to Retire Despite Portfolio Being 'up 12% year-to-date'
May 11
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Matt Haze
2
Goldman Sachs Compliance Department Wins Battle Against TikTok Influencer, Loses War Against Recruiting Gen Z Talent
On Friday, Goldman Sachs Compliance announced it had successfully terminated analyst Katie Morrison after her TikTok account, which featured videos of…
May 4
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Matt Haze
2
April 2026
BREAKING: Broker-Dealer Finally Approves Advisor's Social Media Post After 6-Month Review Process
The social media post gets a total of 5 likes on Instagram, one of them from your high school ex.
Apr 28
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Matt Haze
2
Local Advisor Spends 21 Hours Building Financial Plan Client Will Glance At For 90 Seconds
But client will have many questions about it when the market is down by 5%.
Apr 27
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Matt Haze
Welcome to The Fiduciary
Welcome to The Fiduciary, the only satirical publication brave (or stupid) enough to make fun of the financial advisory industry and all those that like…
Apr 27
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Matt Haze
1
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