David John Marotta’s article “Ten Questions to Ask a Financial Advisor” was a finalist in the fi360 2012 Article Competition!
The fi360 article competition is a chance for AIF® and AIFA® designees to have their writing published and showcase their position as thought leaders on fiduciary issues in the investment industry. The purpose of the competition is to encourage Designees to share their knowledge and experiences in a way that helps fiduciaries better understand or perform their roles or advocate for high standards of care.