Rifkin-Wernick Associates

The Real World Web: the Link Between AR, VR and The IoT A place where words matter

Doing your own survey-based research has never been easier. Doing it successfully...well, that's another story.

The things smart people don't know that they don't know about doing their own research costs time, money, and credibility.

A quick and affordable consult can help mitigate your downside risk. .

Will soon be completing a fascinating, pro-bono project for a major Philadelphia area synagogue along with three other volunteers. Redefining the future of this long-standing Conservative congregation based on in-depth research that engaged over 300 members.

According to FINRA, fines and litigation costs to firms or their parent companies related to cultural failures are estimated at over $300 billion since 2010. For a good part of this year FINRA has been talking with numerous broker-dealers about their culture and whether that culture encourages the fair, flexible, and efficient participation of retail investors. Now nearing the completion of their review of “how firms establish, communicate and implement cultural values, and whether cultural values are guiding business conduct,” FINRA, according to agency insiders, soon begins planning their next action steps regarding the examination of broker culture.

Financial Advisors: Let’s Get Political! At least 100 of my Compliance connections here just gasped. Relax. While not suggesting that you take a public position on the presidential election, I am urging you to be proactive/pre-emptive in