Atlas Financial Advisors falsely claimed Morningstar had “verified” and “validated” the hypothetical performance of its proprietary “Portfolio Shield” strategies, according to the SEC. It is the ...

The Humphreys Group was founded in 1983 by Henrietta “Henri” Humphreys, a trailblazer in fee-only financial planning. Bourdo ...

Indivisible Partners, a privately owned, independent advisory firm, proudly announces the launch of its company, responding to the changing expectations and needs of financial advisors and clients ...