Weekend Reading For Financial Planners (November 2–3)

3 days ago 7

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP Board eliminateRead More... The post Weekend Reading For Financial Planners (November 2–3) first appeared on Kitces.com.


View Entire Post

Read Entire Article