A material conflict and unfair playing field.
Gillian Kunza, CPA, FCSI and Michael Konopaski, CPA, CFP, CIM, PhD of Designed Wealth Management explore conflicts of interest, and unfair advantages for large mutual fund and investment dealers.
Investment Executive
#independentfinancialadvice #wealthmanagement
Gillian Kunza, CPA, FCSI and Michael Konopaski, CPA, CFP, CIM, PhD of Designed Wealth Management explore conflicts of interest, and unfair advantages for large mutual fund and investment dealers.
Investment Executive
#independentfinancialadvice #wealthmanagement