Maura Mallaney CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by ThinkAdvisor in an article titled “Will 2023 Finally Deliver Fiduciary Clarity? CFPs Not Getting Hopes Up.”
“I have worked on both the brokerage and fiduciary advisor side of this business, and I can tell you with 100% confidence that most consumers don’t understand the difference,” Mallaney says. “In fact, I think this is one of the biggest challenges we face as true advisors — making sure our clients and potential clients understand the importance of working with the right person at the right time.”
You can access the article written by John Manganaro here.
In the news
Media appearances
Newsday: Charlie Massimo Featured in “Medicaid Asset Protection Trusts can Help Long Islanders keep their home and pay for care”
Media appearances
Financial Planning: Ryan McKeown Featured in “New Tax Credit Adds Planning Strategy for Advisors and Charitable Clients”
Office of the Texas Governor
Governor Abbott Appoints Coates, Trippon To Texas State Board Of Public Accountancy
