Brooke Southall on Muck Rack

Brooke Southall

Mill Valley, CA
Owner and Writer,

RIABiz is the only true business to business publication for people in the business of financial advice.

Search Tweets

Twitter Feed

@RIABiz — 12,577 followers, 5,800 tweets

But 'dispensing expert financial advice' sounds so much crisper, more appealing than 'helping people engage in financial behavioral change'. Can we come up with better words? 
Fidelity Investments creates a $1 trillion-plus lead in the 401(k) market in 2017 after it creatively acquiesces to phase one of the DOL rule -- with a big pocketbook 
Show More