Full Article Is Available on Wealth Solutions Report Here Morningstar Partner Financial Fitness Group Says Inflation Problems Are Short-Term, History Demonstrates in the Long-Term Staying Invested Is Always the Smart Move Few natural landmarks in North America can stake a claim to fame, like the Old Faithful Geyser at Yellowstone National Park. Unlike other landmarks […]
Board Member Tricia Rothschild Featured on WealthManagement.com
Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement. Indeed, […]
Graeme R. Kirkland, CIM Shares the Impact The Andex® Chart Has on Educating Investors
The Andex® Chart is a robust tool sharing the historical viewpoints of market downturns and recoveries. The chart is an excellent piece to help understand investing and having the ability to explain complex financial concepts to clients and prospects from an experienced professional’s view. Graeme R. Kirkland, CIM of Argosy Securities Inc. – Toronto is […]
Financial Fitness Group Adds Tricia Rothschild, Former Chief Product Officer and Co-Head of Global Markets for Morningstar, to Board of Directors
SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of […]
Financial Fitness Group Expands Morningstar Relationship to Launch New Financial Education Solution
SAN DIEGO, CALIFORNIA (May 22, 2018) – Precision Information, LLC., DBA Financial Fitness Group (FFG) (www.FinancialFitnessGroup.com), headquartered in San Diego, CA, which provides interactive financial education solutions for the financial services industry and Inc. 5000 companies across the nation, celebrates 20 years of providing financial education to the American workforce by launching a new financial […]