If you asked most managers, they would probably tell you that a code of conduct is a good thing. It can set a high standard for employees and ensure that they are interacting in a professional manner.

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Designed as a high-tech marketing resource, QR (quick response) codes have many useful applications. These (usually) black-and-white algorithmic codes are gateways to a potential multimedia nirvana.