The Center's Team enjoys sharing their knowledge with the press to help stories come to life, share facts and bring important topics to the forefront. We are also honored when we are recognized by media and publications for our work and service to our profession. Here's what's new:
Investment News
Melissa Joy, CFP® was quoted in InvestmentNews on October 11, 2013, in an article titled, “Oppenheimer’s risky bond bets backfire – again,” by Jason Kephart.
Melissa Joy, CFP® was quoted in InvestmentNews on October 8, 2013, in an article titled, “Quarter of investors have no financial plan and don’t expect to have one” by Megan Durisin.
Melissa Joy, CFP® was quoted in InvestmentNews on September 22, 2013, in an article titled, “Who will be alts' best in show” by Jason Kephart.
Melissa Joy, CFP® was quoted in InvestmentNews on September 3, 2013, in an article titled, “American Funds preps a contrarian play” by Jason Kephart.
Raymond James
Matthew Chope, CFP® was interviewed for the October 2013 edition of Raymond James® AUDIOFILE titled Developing cross-generational relationships with your clients.
Investment Honor for Center Partner Melissa Joy
For the 3rd consecutive year, Partner Melissa Joy, CFP has been named to the Financial Advisor Magazine All-Star Research Managers team. She was featured in an article titled, “Uncommon Talents” written by Karen Demasters. The All-Star team recognized at the Fiduciary Gatekeeper Summit in Boston October 24-25.
Financial Advisor magazine recently asked its Financial Advisor readers to nominate the research managers they think are doing the best job. Selection for 2013 All-Star Research Managers team was based on those nominations.