DirectAdvisors Completes 3rd Annual Renewal of CEFEX Certification
DirectAdvisors is proud to announce that it has successfully completed its 3rd annual renewal of its CEFEX certification.
Coronavirus update: We’re here to help!
March 17th, 2020 The coronavirus pandemic and recent market volatility have presented new challenges for all of our families, communities, and businesses. We are all in this together – and wanted to reach out to you to assure you that you we will be here for you...
How Advisors Are Continually Improving: CEFEX Perspectives
March 12th, 2020 DirectAdvisors was recently quoted in an article in the March 10th issue of 401(k) Specialist Magazine, a national, leading industry publication, regarding the importance of investment advisors undertaking independent fiduciary assessments of...
Table of Experts – Prevailing Wage
July 12th, 2019 Thomas Santa Barbara was featured in the Albany Business Review Table of Experts on Prevailing Wage. The experts discussed how prevailing wage impacts the construction industry, labor unions and the economy. Read more at the following link from the...
A Simple Guide to Managing Fiduciary Responsibility Panel Discussion September 26th, 2018
