Roger Gershman Quoted in New York Times Article, “Banks Face Tension Over Sales of In-House Products”

By on September 12, 2014. Posted in , , , .

Last month WealthGuard founder and CEO Roger Gershman sat down with Pulitzer Prize winning editor Randall Smith to discuss the topic of proprietary investment products, and how some financial advisors feel pressured by banks and brokerage firms to sell them to their clients even if doing so would not be in their clients’ best interest. The article centers on a legal battle going on between Deutsche Bank and two former employees, and it is both well-written and insightful. Please see it on the web HERE, or in print on page B7 of the September 9th edition of the Times.


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