Weekend Reading For Financial Planners (November 2–3)

2 months ago 26

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.


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